This guide will walk you through the steps to create a purchase order in Hexicom, whether you're progressing an estimate to a job or creating a purchase order from the job.
1. Creating a PO When Progressing an Estimate to a Job
For Outwork Estimates:
- If your estimate involves Outwork, you can create a purchase order using the same supplier that provided a quote during the estimate's supplier RFQ process.
For In-House Jobs:
- If the job is being done in-house (i.e., a Sheet Fed Digital, Large Format, or Sheet Fed Offset job), the purchase order will be for the materials required for the job.
- The system will automatically create a purchase order for the required materials and use the designated supplier if the material has a supplier associated with it in its Inventory settings.
2. Creating a PO From a Job
If you have created a direct job (a job created without an estimate) or if you did not check the box to create a purchase order when progressing an estimate to a job, you can still create a purchase order.
Steps to Create a Purchase Order From a Job:
- Access the Purchase Order Section:
• Click the “Create” button under “Purchase Order” in the “Quick Links” panel.
- Select Items for the Purchase Order:
• A pop-up will appear asking which items from the job you want to include in the purchase order. You can select the main items and/or the sub-items.
- Create the Purchase Order:
• After selecting the items, click the “Create PO” button. The system will generate the purchase order.
• Use the “Quick Links” panel on the left to click on the newly created purchase order to review the details.
- Send the Purchase Order to the Supplier:
• Click the “Print/Email” button in the top-left corner of the purchase order screen.
• Review the generated PDF to ensure all information is accurate and sufficient.
• Once confirmed, click the “Email” button to send the email and PDF to your supplier.