Overview
To create a new purchase order, navigate to Job > The relevant job > Job Financials > Purchase Orders and click 
to create a new PO.
Name the PO and select the supplier/contractor it will be issued to, specifying whether the items will be Delivered ( Job Address or Custom Address ) or Picked Up. You can set a Required Date and also Link the PO to a Schedule Item alongside Requiring Acceptance and a Signature.
ℹ️ If the PO is linked to a Schedule Item, the supplier and any contacts assigned will receive an email to confirm the schedule assignment as well.
ℹ️ The PO will have a different status depending on what stage it is in (you can manually change this as well).
The PO Description is customizable and you can insert various tokens, add tables, modify the colour of text among other things. You can also save the PO description as a Template that is reusable in other POs you create, saving you time and allowing you to setup a standardized description for all Purchase Orders.
You can also add Attachments and Bills to the PO.
⚠️ Be sure to save your PO as you edit and before exiting the screen.
Once your Purchase Order is ready to be sent, click the 
button. This will pop up the following screen which will alert you if the supplier has any outstanding compliance issues and allow you to send a reminder right there and then.
You can also customize the message body of the email, add tokens (like the job address), tables and other items to personalize the message to your suppliers.
You can save the Email Message as a Template that will automatically populate each time you want to send a PO to a supplier. Once you are done editing and wish to send the PO out, click on the 
button.
If you need to edit your purchase order, you can update the information and click 
from the main PO page.
Any comments you send to the supplier or the supplier sends to you on this PO can also be viewed by clicking the 
button.
Creating a PO from the Budget
Creating a PO from the Budget
Navigate to Job Financials > Budget > Cost Category > Cost Item. Select the checkbox of the cost item(s) you want to create a PO for, then click 
.
ℹ️ Selected budget items will automatically prefill into the Purchase Order, saving you time to proceed with any billing, adding attachments, etc, before sending off to the supplier.
Auto PO's
Auto PO's
Auto PO's are a time saving feature that let you create multiple purchase orders all at once. JACK can create these Auto PO's in the three ways as seen in the image below.
Navigate to the Job Financials > Purchase orders tab and click on the 
button.
Based on the option selected, JACK will list all the POs it can automatically create as drafts for you, you can pick and choose from the list as you need.
You can then find those draft POs in the main Purchase Orders tab ready for you to verify and send.
Supplier & Contractor View
Supplier & Contractor View
Once you save and send the PO to the supplier, they will receive an email with a link that takes them to a dynamic PO acceptance page.
Here, they have the option to Accept or Reject the PO, send comments to you via the chat window (to which you can reply to in your JACK account)
Once they click the Accept button, if you had required a signature on acceptance, they will be prompted for one.
Once approved or rejected, the PO document is watermarked appropriately to ensure all parties have a standardized document that clearly outlines the status of the PO.
Global PO View
Global PO View
Navigate to Finance > Purchase Orders to see a Global PO view across all jobs in JACK, with the option to export as a CSV file (if you apply any filters, those will affect the items exported in the CSV as well).
