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.