Permissions
Always remember to ensure the correct people have the appropriate permissions to access the corresponding areas. This can be done per individual or by applying Permission Templates.
In order to create a Purchase Order, users will need Create permissions for Purchase Orders
Purchase Order Overview
Purchase Orders are used to document the agreement between a buyer and seller on the price and quantity of goods and services. The buyer issues the PO to the seller to cover the costs of a project.
In SiteMax, Users can create and submit POs to the Approver (Vendor/External User). The Approver will be able to view and make a decision (approve or reject) on the PO. Managers (Admin users) will then process the purchase PO and manage POs across all projects.
There are four types of Purchase Orders that can be created:
Rental
Purchase
Labor
Services
Note: Purchase orders (POs) are only available on our Power plan. To learn more about the Power plan, click HERE.
Steps to Create a PO
Purchase Orders can be created at the project level. When viewing a project, on the left sidebar, you will find an option for "Purchase Orders".
Here you will find a list of all POs created on your project, ordered by the most recent PO.
To create a Purchase Order, click "Add PO"
2. Here you can select a vendor from your vendor list, select the PO's type, and select a status (open/partial, complete, processed, or cancelled).
3. Based on the type of PO type you select, a number of fields will become available that are applicable to that PO type. For example, for Rentals > Called off rental date.
Emailing a PO
With SiteMax's PO feature, you can email or distribute POs to a number of parties. This can be found in the bottom right corner when viewing a PO.
By clicking save and email, you will be prompted to add recipients before sending.
You may send this PO to any valid email address not listed in your SiteMax.
Note: For any changes/updates made to your PO, a new PDF version of your PO is created. Users will always have access to all versions of POs.