Skip to main content
All CollectionsPurchase Orders
Retro-Actively Linking a PO Item to a Job/Sales Order Item
Retro-Actively Linking a PO Item to a Job/Sales Order Item

If there is no link between the two, for example where an RFQ was created from the job

Updated over 2 weeks ago

If an item is added to the PO but not linked to the Job/Sales Order, use these instructions instead:

1. On the PO, click on the Links tab

2. Click "Link To..."

3. Click "Jobs"/"Sales Order", etc.

4. Fing the job/sales order to link to and click on this button

5. Click "Γ—" to close the form

6. Click on the items tab

7. For each item to link to the job/sales order, click on the link icon

8. Click "Link To..."

9. Click "Job Items"

10. Click "Add" against the item to make the link to

11. Click "Γ—"

12. Click "Γ—"

Did this answer your question?