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Purchase orders

Order from your vendors for a customer, a ticket or an estimate, and record what arrives.

Updated

Purchase orders (Service desk group, owners and admins) track what you order from vendors.

  1. Add your vendors (the Vendors tab): name, email, phone, your account number.
  2. New purchase order: the vendor, the customer it's for (or none, for the office), and lines from the catalogue at their cost or typed in. A purchase order made from a ticket or an estimate is linked to it.
  3. Mark as ordered once you've placed it. Its lines are then fixed; the vendor's order number, expected date and notes can still change.
  4. When things arrive, open it and Record what arrived line by line, or All arrived. It's partly received until every line is in, then received.

A draft can be deleted; an ordered one is cancelled instead. Revo doesn't keep stock levels: an MSP orders for a job. To bill the customer for what arrived, add it to the ticket's Products used.