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The two main scenarios for raising a purchase order are:

  • Stock purchase orders to replenish stock or keep stock levels up to date
  • Creating purchase orders on a specific task, which may include quoted items

The process for both scenarios is much the same; the only difference is how to get to the purchase order screen.

Create a Purchase Order

Order materials for a specific Task

  1. Open the Task.
  2. Click Purchase Orders.
  3. Click  Create Order  (top right).

Order materials for general stock

The quickest way to create a purchase order for general stock is:

  1. From the main menu, click Create.
  2. Click Purchase Order.

You can also create a stock order from the Purchase Order menu:

  1. From the main menu, click ServiceTrack
  2. Click Purchase Orders
  3. Click Create Purchase Order.

or from a purchase order list:

  1. From the main menu, click ServiceTrack
  2. Click Purchase Orders
  3. Select a list of purchase orders from the Purchase Order Menu, for example: In Progress Purchase Orders.
  4. Click  Create Order.  

Enter order details

  1. Enter the Supplier or use the (magnifier) to search and select from your supplier list.

    Using multiple suppliers?

    If creating an order for multiple suppliers, leave the Supplier and Supplier Location fields blank. See Adding items from multiple suppliers, below.

    Select Ad-Hoc Supplier, or click Set No Supplier if you're using a supplier as a one-off, want to record the supplier information later, or if you need to raise a purchase order but intend getting the materials a different way. In the next field you can type in the name of a supplier (optional).

  2. (Optional) Enter the Supplier Location or use the   (magnifier) to search and select from the location list.

    If organising pick up for your items, enter the Supplier Location so you know where you are getting your items from. If you are getting your items delivered, you can leave this field blank.

  3. Select a Deliver To address from the list.

    Delivery address options include addresses for the task, company, client or any custom address. It may even be a pick up from the supplier.

  4. Select a Delivery By Date/Time by clicking into the fields and using the  date   time  pickers.

  5. The Date Purchased is auto-populated with the current date. Edit if required.
  6. Type any additional delivery details in the Delivery Instructions field, e.g. 'All deliveries to site office'.
  7. Use the Notes field for any special instructions relating to the order, e.g. 'All boxes must have the same batch number'.  

  8. Click Save.

Other fields

FieldDescription
Date Purchased (Required Field)

When the items are required from the supplier (auto populated with the current date). You can change the date if you need to.

Import Email AddressOnly visible if you have Supplier Invoice Imports set up. This field displays your configured email address for this import.
Date / Time ImportedThis field is only visible if you have Supplier Invoice Imports set up. It is automatically populated when a supplier invoice is imported.
Delivery InstructionsRecord any additional delivery details, e.g. 'All deliveries to site office'.
NotesRecord any special instructions relating to the order, e.g. 'All boxes must have the same batch number'. (Information in this field will transfer across to the Bill.)

Bill-related fields

The following fields are used for recording the bill details once the items have been received. Information in these fields transfer across to the Bill once one has been created.

Once a bill has been created, these fields will no longer display on the purchase order as they need to be completed for each relevant bill instead.
FieldDescription
Date ReceivedWhen the items were received from the supplier.
Date Invoiced

Record the date on the supplier invoice.

Due Date

When the Invoice payment is due.

This field will auto populate based on the terms set in the Supplier card. 

If the supplier has no payment terms, the default will be the same as Date Purchased.

If the supplier is changed after creating the Purchase Order and the Date Invoiced has been saved, the Due Date field will automatically update based on the new supplier's payment terms.

Invoice No.

Record the Supplier Invoice number.

Add line items

The next step is adding the items you want ordered to the purchase order.

Click the relevant tab below to find out more about each way line items can be added.

Using supplier invoice imports?

If you're using supplier invoice imports, adding the line items on your purchase order is optional. Simply provide the purchase order number to your supplier and when their invoice is imported into AroFlo, your purchase order line items will be populated and a Bill will be generated and recorded against the purchase order.

Tax exclusive or inclusive pricing

By default, unit prices are treated as tax exclusive. If you want to use tax inclusive pricing, click the  Tax Inc.  checkbox located in the purchase order summary area before adding items.

To add a new line for ordering items that are not linked to your inventory:

  1. Click Add Line Item.
  2. Complete the fields as described in the table below.
  3. Click Save to complete.

To select existing inventory items:

  1. Click Multi-Search and select Inventory.
  2. Find your items by entering a keyword into the Item description into the fields at the top of the search box, or by going through your Inventory categories.

    Header columns

    Click the columns button to add additional searchable columns to the header.

  3. Click an item to select it, or click the checkbox on the left hand side. You will notice the selected items appear on the purchase order (using the listed cost price  ).

  4. Close the pop-up window once all items have been added.

  5. Enter the required quantity into the Qty Ord. field for all line items.

  6. When complete, click Save.

View stock levels

To view the stock level when selecting stock from inventory, click Multi-Search > Inventory > Columns and click the Stock Level checkbox.


The Low Stock Inventory option is a quick and easy way to restock materials that fall below the required level set on the inventory card. See Stock Alert Levels to learn how to set minimum stock levels for inventory items.

  1. Click Multi-Search and select Low Stock Inventory.
  2. To filter the list by Resource or Custom Holder, enter the name into the Stock Assigned To column.

  3. To add all items to the order, click the first checkbox (top left). Alternatively, click individual items you want to order or use the checkbox on the left hand side.

  4. When complete, click Save.


To order items within an assembly (a list or kit of items):

  1. Click Multi-Search and select Assemblies.
  2. Use the filters at the top of the search box to find the relevant assembly.  

  3. To add an entire assembly to the order, click Select Header, or, add individual items within an assembly by double clicking each item.

  4. Enter the required quantity into the Qty Ord field on the assembly header (first line item).
  5. Click Save.

To add line items directly from a supplier's online catalogue, see Using Supplier Online Catalogues.


If the task was created from an approved quote, and the quote was built using items from your inventory or an online supplier catalogue, you can click Quoted Items. This will add all the items from the quote.

  All you need to do then is enter the quantities you want to order in the Qty Ord. fields, or simply click the Add All checkbox, then Save.


The method used to add an item will determine whether fields are left blank for manual data entry, or are auto-filled using information stored against inventory items.

In the image below, the first line item has been added manually, using the Add Line Item button. The second line item has been added using the Multi-Search > Inventory option.

FieldDescription

Part No

The part number of the item.

In Inv.In Inventory indicates the item is included in your Inventory.

Item

The Item name/description.

Qty Used

View or record the quantity of items used on the job (Only applicable for Task Purchase Orders)

Automatically add new items to task

Purchase order items and associated costs are automatically added to Task Materials. For more information, see Purchase Order Settings.

Qty Ord

Enter the number of items you want to order (Required Field).

Unit TypeSelect the unit type that this item is consumed/sold.

Type

Select ‘Mat’ = Materials or 'Fre' = Freight

Qty Rec

Used to record the quantity of items received from the supplier.

The Qty Rec column heading includes a tick box that allows you to set the quantity received on all line items to the same value as the quantity ordered.

The quantity received field becomes colour-coded and read only once a bill has been created for this purchase order. This is because the quantity received is then recorded on a bill. See Checking Quantities, below.

Qty Billed

The quantity of this item that has incurred a charge from your supplier. See Check Quantities on a Bill for more information.

Cost Ex

Used to record the unit cost of the item. When adding ad hoc items, enter the cost or leave it as '0'.

If the cost of an inventory item is changed on an order, this will not update the cost field on the inventory card. For more information, see Update Inventory Pricing From Bill.

Total ExThe Total value (excluding Tax). If updated, the system will back calculate the unit Cost Ex. value based on Qty Ordered.
Total Inc

The Total value (including Tax). If updated, the system will back calculate the unit Cost Ex. and Total Ex. values.

TaxSelect the appropriate Tax Code from the list.
Tracking Centre

Link an existing Tracking Centre to help categorise or group items for reporting purposes.

Inv. ToInventory To is based on the stock location, and what was set in the 'Assign Inventory To:' column.

Assigning items

Once you've added items, assign items to a task and/or assign inventory to a user or storage location (optional).

If ordering stock for scheduled tasks, you can allocate item costs to each task by clicking the  (magnifier) and selecting from the list.

Add each item using one of the methods above and assign to a task before clicking Save.

If assigning existing items to scheduled tasks, see Moving Items on Orders.


When adding items to an order, you can assign the stock to a user or storage location.

Add each item using one of the methods above and assign to a user or storage location, before clicking Save.

Remember User

The Assign Stock To: field defaults to the user who is currently logged in. The Remember User checkbox allows you to save a selected user as the new default.

A 'remembered user' is based on cookies, so it will only apply to the current device and browser used at the time.


Adding items from multiple suppliers

If using items from different suppliers, rather than creating individual purchase orders for each supplier, why not add them all onto the same order and let AroFlo separate the orders for you?

  1. After creating the purchase order, leave the Supplier and Supplier Location fields blank
  2. Add your items using any of the options above and use the (blue magnifying glass) to select a supplier for each item

    Preferred Suppliers

    If you have Preferred Suppliers set on inventory items, the preferred supplier will automatically flow through. Alternatively, if you've set suppliers against inventory items but not set a preferred, use the + (plus button) when  adding the item  and double click to select a supplier.

    No supplier

    If no supplier is listed against a line item, a purchase order with an ad-hoc supplier will be generated.

  3. Once your order is complete, click the  (three dots icon) next to the Save button and select Generate Purchase Orders. You'll get a confirmation of how many purchase orders will be created. Select OK. The generated orders for each supplier will appear in your Current Purchase Order List and are ready to be printed or emailed to each supplier.

You can also use this functionality to set up Purchase Order Templates.

Place your order

There are two ways to send your purchase order to a supplier:

Once sent, save the purchase order as In Progress, or whatever you generally use for your workflow.


What to do next

Once you've received stock or an invoice from the supplier, the next step is to reconcile your order or just create a bill.


On this page:

Feature access

Parts of this feature are included in AroFlo Go.

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