Tracking Customer Purchase Orders on Company Contracts

Adam Graetz
Adam Graetz
  • Updated

Many ServiceTrade customers work with end-customers who provide blanket Purchase Orders that apply to all services in a given period (typically for a year.)

With ServiceTrade's contract Purchase Order capability, it's possible to store that customer purchase order number on a Company-Specific contract.



Any Jobs or Quotes created with this Contract will now automatically be assigned this customer purchase order number:


Note: Purchase order tracking is available on Customer-Specific Contracts ONLY.  Purchase order numbers cannot be tracked on default and template contracts.


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