How to Send a Purchase Order

Use Jobman to prepare and send purchase orders to your suppliers in several different formats as we know supplier order requirements do differ. To access these, simply click on the 'Purchase Orders' tab from the user menu panel.

View and Send Pending Purchase Orders

If you've created a job which requires you to order materials, these will automatically generate into your 'Pending Purchase Orders'. To view and send these follow the below steps:

Click into 'Purchase Orders' from your user menu panel.
Click into 'Pending Items'.
Select the Purchase Order/s that you want to send.
Click 'Create'.

These will now show in your Purchase Orders tab with the status 'Created'.

Click into the Purchase Order you want to send.
There are multiple options for sending your purchase order. Further steps detailed below.
- Email - direct the supplier or client from Jobman.
- PDF - download and/or print your purchase order.
- CSV - excel format.
- Invoice - convert this straight to an invoice.
You can update the status of the purchase order by clicking the current status to change.

Filtering Tip: simply click on the supplier, location or job to add it to your filters rather than typing them in or selecting them from the dropdown.

Emailing a Purchase Order

Once you've selected the email option you will be redirected to compose the email.

Choose your recipient from the dropdown.
Add any CC or BCC's required.

Optional:

Enter the subject if you do not have one assigned to a template.
Make adjustments to the body of the email.
Add any additional attachments.

Now to send the Purchase Order

Click on 'Preview' and review your email.
Either send or schedule the email for sending.
A pop-up confirmation box will appear, click send to proceed.

Automation: using the process will automatically update the status of your purchase order to sent.

Generating a CSV Purchase Order

Using the CSV option allows you to order items from your supplier online. Select the CSV option which will allow you to download the purchase order in csv.file format and save to your computer.

Once you've sent or uploaded your csv purchase order to your supplier, ensure to update the status of the purchase order by clicking on the current status to update it.