October 17, 2018. Written by Michelle Colbran (Founder of SOS Consulting)

Purchase Orders

• Option to create PO’s directly from Quote
• Option to create PO’s directly from Variations
• Option to create PO’s directly from Tenders (Bids)
• Option to create PO’s from scratch
• Option to create PO’s from templates
• Attach documents and photos to PO’s
• Detail the Scope of Works
• Use the commenting feature (Messages) to liaise with staff, trades and clients
• Approval process and approval limits
• PO Completion process can be linked to calendars or schedule items
• Receipt invoices against PO’s
• Full mobile device access to PO features
• Trade PO Approval feature
• PO Variance tracking
• PO’s linked to Cost Codes and Budget
• Reporting