Forum Discussion

equipitdental's avatar
equipitdental
Contributor 2
6 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
      6 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
    6 months ago

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

  • GloriousAir's avatar
    GloriousAir
    Contributor 2
    2 months ago

    have you figure the best way to make a PO because when i  make a custom field it still showing up as a quote, or invoice and my supplier do not accept it it like that

    • equipitdental's avatar
      equipitdental
      Contributor 2
      2 months ago

      Hi, I have not found a way to have a form say "Purchase Order" but I have been using a quote to create a purchase order. I created the vendor as a client and put Purchase Order in their name. I created a part number called purchase order with all my info and make it the first line of the order.

      All my vendors have accepted this so far. 

      Good luck.

       

  • jade's avatar
    jade
    Jobber Support Team
    2 months ago

    Hello Equipitdental! We agree with our fellow community members and suggest using a custom field for the PO number!

    You can set the custom field up on the client, quote, job, or invoice level. You can also make this field transferable, meaning the value will carry over from the original level to the next steps in the workflow. (i.e. quote > job > invoice). 

    Custom fields are useful as they will show in your reports. For more information on how this works, check out this help center article.