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Push an Item from a PO to a Job/Sales Order
Push an Item from a PO to a Job/Sales Order

When an item is added directly to a PO it can be pushed up to the linked job/sales order

Updated over 2 weeks ago

If the job/sales order is not already linked, this will not work. See point 7 on how to link it then come back to point 1.

1. Click on the menu for that item

2. Click "Add to Job"

3. This lists the job(s) that are linked to the PO

4. Insert the item into the appropriate section

5. Click "Γ—"

6. Click on the Links tab

7. If the job is not linked, click "Link To..."

8. Click "Jobs"

9. Click on the job to link to

10. Click "Γ—"

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