Using Purchase Order Numbers

Adam Graetz
Adam Graetz
  • Updated

There are a number of places that Office or Technician users can enter Purchase Order Numbers into ServiceTrade. This article guides users through the process of where and how users can enter and use Purchase Order Numbers in ServiceTrade.

 

Adding Purchase Order Numbers on the Job page

Office Users can add Purchase Order Numbers on a Job's page.

The video below will walk you through that process. 

Video Walkthrough

 

Adding Purchase Order Numbers on a Quote Page or Email

Customers and Office Users can add Purchase Order numbers on a Quote page or a Quote email. The link below will walk you through that process. 

Step by Step Guide found here: Creating and Managing Quotes

 

Adding Purchase Order Numbers on a Work Acknowledgement with the Mobile App

Technicians can add Purchase Order numbers on a Work Acknowledgement in the Mobile App. The link below will walk you through that process.

Step by Step Guide found here: Work Acknowledgement on the Mobile App

 

Adding Purchase Order Numbers on an Invoice

Office Users can add Purchase Order numbers on an Invoice. The link below will walk you through that process.

Step by Step Guide found here: Creating and Managing Invoices

 

Adding Purchase Order Numbers on a Contract

Many ServiceTrade customers work with end-customers who provide them with blanket purchase orders that apply to all services in a given time period (typically for a year).  With ServiceTrade's contract purchase order capability, it's possible to store that customer purchase order on a customer-specific contract.

Step by Step Guide found here: Tracking Customer Purchase Orders on Company Contracts

 

FAQs

Will the Purchase Order number transfer to QuickBooks?

Yes, Purchase Order numbers will transfer from ServiceTrade if you have a custom field named "PO" in QuickBooks.

For a comprehensive list of what information transfers to QuickBooks, please see this article.

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