How do I add ad hoc products to my Purchase Order?

Although FlatRateNOW's pre-built tasks include the vast majority of products/materials you need to complete the job, there will be time when a variable scenario occurs while preparing to commence the job and you need to buy an ad hoc item.

Before you confirm and/or upload your Purchase Order into your Suppliers system, you can add an item. 

Follow the next steps to do learn how to add an item.

 

  1. Create a Purchase Order from within your Material's view
  2. Select 'Add New Material'
    add new material
  3. In this view, you will search for products/materials that we have linked to the chosen supplier. If you are in a Reece Purchase Order, it will search Reece.
    search material
  4. Once you have located the product, choose the quantity
    quantity-2
  5. Click Add and it will now appear on your Purchase Order.
    click add