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How to Order Materials on a Work Order

Use this guide to learn how to order materials on a work order.

In this article, you'll learn how to order materials for a job using our work order system.

 

Step 1: Start by clicking on the shopping cart icon. This action will compile all materials from a specific vendor into one purchase order for the job.

 

 

Step 2: Next, you'll need to change the status to ordered.

 

 

 

Step 3: If you have any reference numbers, add them in at this stage.

 

 

Step 4: Now, it's time to either print or send the work order. You're free to send the work order via email, or print the PDF and send it as you normally would.

 

 

 

Step 5: Once you've completed these steps, click on save and okay.

 

 

 

And there you have it! That's how you order materials using our work order system.