• “How do I link a part that’s listed in a work order to a new purchase order?”

Resolution Steps

1. Navigate to Inventory > Purchase Orders.
2. Click + Purchase Order on the bottom right to create a new purchase order.
   
3. Enter a Reference Number, select your Delivery Address and Dates (optional), then click Next.
   
4. On the next screen, you will see two options for adding items:
   • Select items from inventory
   • Link from work order
5. Choose Link from work order.
   
6. A list of all open work orders will appear. Select the work order that contains the part you need.
7. Click the down arrow beside the work order to expand and view all jobs associated with it.
   
8. Select the job that includes the part you wish to link, then click Add.
   
9. Enter the quantity of the part you want to add and click Add.
   
10. A pop-up will confirm that the part has been successfully added to the purchase order.
11. When finished, click Confirm in the bottom right corner.
    
12. You will now see the linked work order number displayed on the purchase order.
13. Complete the purchase order and either:
    • Email it to the vendor, or
    • Print it for manual processing.
      
14. After submission, verify that the Status on the main purchase order page shows as Submitted.
    

Verification: After the last step, click on the PO to verify that the part is on there.