You can attach supporting documentation — such as invoices, receipts, or photos — directly to a Purchase Order. This can be done at any time when creating a new PO or adding to an existing one.
When Creating a New PO
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
Scroll down to the Purchase Orders section and click New Purchase Order.
Fill in the PO details
Add the vendor, type, line items, cost codes, and amounts.
Attach your documentation
Upload your files — invoices, photos, PDFs, or other supporting documents.
Click Create
The PO is saved with the attachments included.
When Editing an Existing PO
Open the Purchase Order
Navigate to the relevant Work Order and open the Purchase Order you want to add documentation to.
Edit the Purchase Order
By clicking on the three dots at the right upper corner of the PO.
Upload your file
Click Upload or drag and drop the file from your device.
Submit
Confirm the upload. The file is now attached to the PO.
Key Notes
Supported file types include: Images, Videos, Documents (PDF, Word, Excel, etc.).
Attachments are stored with the PO and visible to all team members with access to that Work Order.
There is no limit to the number of files you can attach to a single PO.