After you’ve created your purchase order, almost every part of your purchase order items list can be changed:
- Re-order groups and items by dragging and dropping
- Create sub-groups by dragging and dropping
- Add new groups or remove ones you don't need
- Change group names with a click
- Add descriptions to groups and opportunity items
- Adjust chargeable days, quantity, price, and discount inline
- Create ad-hoc accessories on products or services
Any changes you make to the items list are reflected on your document layouts, so you can put together documents that are clear for your suppliers.
🔧 Purchase Orders are in beta. You shouldn’t experience any bugs, but we’re actively developing new features for it. See: Purchasing beta
Add groups and change group names
Purchase orders created from opportunities don’t include groups, but you might like to add some to help categorize – especially if you’re working with a larger purchase order.
Use the add a new group link at the bottom-left of the items list to add a new group to the purchase order.
To change a group name, just click on it and type in your new name.
Re-order items and groups
Grab the handle (the three bars) to the left of an item or group to move items around the list.
Create sub-groups by dragging and dropping groups into other groups.
Add descriptions to groups and items
Sometimes it’s good to add a few words to provide a bit more detail about a product, service, or group.
To add a description, click the blue menu at the end of a line in the purchase order items list and choose Edit from the menu. Add a description to the description field.
Descriptions appear in the items list underneath the item.
Change quantity and other details
Adjust quantity, price, and discount for your products and services by clicking on the field in the items list and entering a new value.
Changes to the charge total are calculated immediately.
Keep in mind that this doesn’t impact any linked opportunities.
Create ad-hoc accessories
Accessories are set up against products in Resources > Products, but you may also add “one off” accessories to items on your purchase order. This will not be configured in Resources against your product, it will only persist for this purchase order.
To add an ad-hoc accessory, click the blue arrow to the right of a line and choose add item from the menu. Items added will be nested underneath the item.
Add new items
Sometimes you might need to add additional items to your purchase order. Use the add a new purchase order item link at the bottom-right of the items list to do this.
Fill out the fields on the add purchase order item screen to add a new item. Choose text item to add a line that’s not in your inventory.
⚠️ Keep in mind that purchase orders do not impact availability, so rental and sale products aren’t taken from stock.
Changes you make to the items list are reflected on the document layouts generated by your system.
Remember that all of the document layouts generated by Current RMS are fully customizable. See: Document layouts