Widget 13: Manage Estimate PO's

November 7, 2019. Written by Michelle Colbran (Founder of SOS Consulting)

Hide BOQ Items with an Item Type of Labour.
Hide BOQ Items with a status of Completed or Cancelled
Hide BOQ Items with Purchase Orders
Select your BOQ Items for the PO to copy the BOQ Item Details (e.g. description, product etc).
Modify the BOQ Item details for the Purchase Order without changing your Estimated BOQ Item.
Change the Product for the PO and use the updated pricing.
Raise PO’s for multiple suppliers in one go.
Choose individual or grouped POs for the same supplier.
Choose your Billing Address and Delivery Address from 6 options.
Enter Delivery Instructions and Special Instructions.
Update the Tax Rate for the Supplier (e.g. Not GST registered).

Customise the Purchase Order details without changing the BOQ Items, so your budget reflects what you estimated v’s what you spent.
Create multiple PO’s in one go and have them all associated to the BOQ Items.
The associated Purchase Orders will be displayed in the budget.