In the assessment job workflow, the builders assessment report can indicate that a specialist report is required.

When this happens, a new task for 'Send Specialist Report Purchase Order" will be assigned to the job assessor.

You can create a purchase order from the assessment job for when a specialist report is required by following these steps:

Click on "Addresses" to expand the page and find a vendor to assign to the PO.

You can use the "Duplicate For Data" button to pull across the details in the "To" section into the "For" if needed. 

Use the "Add Group" button to get started adding line items to the purchase order. 

A group is a way to add line items by category (your categories should be configured via your Catalog app.) For example, you could have "Kitchen" as the category for your group; this will load all predefined line items from your Catalog associated with "Kitchen".  Use the "Label" field to describe the group of line items you are adding - this will appear on the final purchase order.  In this example, we've used "Tile Repair" to describe the line items being used. 

You can use the "Add to Invoice" button to link this group to a new invoice to save double-handling data entry. 

Once you've added your group, you can continue to edit existing items and add new items.  Use the "Show Reconciliation" toggle in the top right corner to add reconciliation if needed.

Further down the page you can view the budget panel which includes cost breakdown by type (Labour, Material, Travel), and manage the allocation of budget to each type.

Use the allocation fields on the right side of the page to change the costs per type.

Don't forget to hit "save" every time you make a change! Hint, it's in the top right corner of your page. 

Just above your line items, you might have noticed the "Show Reconciliation" toggle, next to "Compact View". Just hit the button to use it.

Your attachments and notes will print with the PDF.

Use the checkboxes to choose what you'd like to include on your PDF. Our Xero integration will ignore these, and send the whole PO through. 

Got questions? Let us know by hitting the question mark at the top of your page.

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