Forum Discussion

equipitdental's avatar
equipitdental
Contributor 2
2 months ago

Purchase Orders, have you found a way to do them in Jobber?

Has anyone come up with an inventive way to create purchase orders in Jobber? I want an official looking form to email to my vendors and want to leave it open until the goods arrive. 

I'm thinking about creating a quote with a custom field for PO Number. I would have to create my vendors as clients and the PO I send them would say quote on it but I haven't found a better way.

I looked at other software that integrates (or imports exports part info) but they are either pricey or clunky!

Any thoughts!?

    • equipitdental's avatar
      equipitdental
      Contributor 2
      2 months ago

      I was going to create a custom field (https://secure.getjobber.com/custom_fields ) I could add to the Quote and put a PO Number in there.

  • TNLM06's avatar
    TNLM06
    Contributor 2
    2 months ago

    Yes, we added a customer field to the main customer file. The PO number shows up on both invoices and reports.