Purchase Orders are able to be entered by the Admin Portal staff to track materials purchases directly related to a job. These Purchase Orders will be kept in Sera for record keeping purposes and can be used for tracking towards a job.
Purchase Orders are entered directly into the job in your Sera account and will be visible within that specific job and also in the Purchase Orders report in your Accounting section of the Reports Center.
The Purchase Order report will contain the date that the PO was created, the number (generated by Sera), the status of the PO, job number that it is related to, the customer information including name and address of the job, department the job is listed under, and the PO information such as category, the technician, the vendor, dollar amount and description of the purchase.
This report can be downloaded into Excel.