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Tracking Customer Purchase Orders on Company Contracts

Adam Graetz
  • Updated

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 number on a Company-Specific contract.

 

ST-Office-Contract_PO_Number.png

 

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

ST-Office-Job_PO_Visible.png
ST-Office-Quote_PO_Visible.png

 

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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