How do I add Inventory to a Purchase Order?

Inventory from the Accounting library can be added to a Purchase Order. This section describes the process of adding a tracked material to a Purchase Order.

To create a purchase order, using a material from your Accounting library:

1. Navigate to the Purchase Order section of a work order, and click (+).
2. Use the dropdown to enter the REQESTED BY and VENDOR being used to order materials from.
3. Navigate to the Materials section and click the (+) icon.
4. Select a Material Category.
5. Select a Material.
6. Enter the QUANTITY.
7. (Optional) Check the TAXABLE box if it’s taxable.
8. Click SAVE to enter in the purchase order, or SAVE AND ADD ANOTHER to create another purchase order.