Purchase Orders (POs) allow you to document and track the costs associated with a Work Order. Creating a PO helps your team maintain accurate financial records for every warranty repair.
Steps
Open the Work Order
Navigate to the relevant Service Request and open the Work Order you want to add a PO to.
Navigate to Purchase Orders
Within the Work Order, locate the Purchase Orders section and click New Purchase Order.
Fill in the PO details
Vendor — Select the vendor being back charged.
Items — Write what you are charging. You can add as many items as you need.
Code — Select the corresponding code based on your internal criteria.
Amount — Enter the amount to be recovered.
You can also add references and attachments.
Click Create.
Key Notes
A single Work Order can have multiple Purchase Orders attached to it.
POs are internal records — they are not shared with the homeowner.