Creating Purchase Orders

Creating Purchase Orders

On Trade Trak, you can create and keep track of purchase orders which are specific to your jobs.

Accessing Purchase Orders

When in any job on Trade Trak, from the left-hand side navigation bar, you can access Purchase Orders by clicking on the ‘PO’ button.

Here, you will be able to view, download, share, edit, delete and create tasks from all previous PO’s.

If there are a large number of purchase orders listed under the one job, you can type keywords into the search bar or add filters to narrow the results.

Creating Purchase Orders 1

Create a Purchase Order

To add a new purchase order, click on ‘Create’ in the top right corner of the page.

Mandatory fields of the purchase order are marked with an asterisk.

1. Supplier *

Select a previously used supplier from the drop-down menu, or add a new one by clicking ‘+’.
Underneath this, you also have the option to tick whether or not you would like a copy to be sent directly to the supplier.

2. Job *

Select from the drop-down menu what job you would like to assign the purchase order to.
If you have accessed the PO page directly from the job’s page, this section will autofill.

3. Status *

Select from the drop-down menu which status you would like to apply to the purchase order.

4. Issue On *

Select from calendar view what date you would like the PO to be issued on.

5. General Description

This section will autofill with the job description, although this can be edited as needed. This section will only appear on your records, and will not be seen by the supplier.

6. PO Items

Enter in the item description, cost, units and enable or disable GST. You can add as many item lines as needed.

7. PO Notes

Enter in any notes that you would like the supplier to receive.

8. Attachments

Upload any files or images that you would like to be attached to the purchase order.

Creating Purchase Orders 2

Create

Press ‘Create’ to save the purchase order.