There are two types of purchase order you can create in AroFlo:
- Task purchase orders - used to order materials for a particular task (which may include quoted items)
- Stock purchase orders - used to replenish stock or keep stock levels up to date.
The process for both scenarios is much the same; the only difference is how to get to the purchase order screen.
Create Task Order
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The Purchase Orders section of a task lists all of the purchase orders already created against the task. You can also search for orders (see below) as well as create new purchase orders.
Access the section via the Items tab, More tab, or the task tiles. From here, tap the Alternatively, if you want to quickly raise a Purchase Order without first viewing existing ones, use the Task shortcuts
Continue to Select Supplier.
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(green plus button) to create a new Task Purchase Order.
Search Orders
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On the purchase order list screen from a task, you're able to search for a particular purchase order by either the purchase order number or supplier name.
This works in much the same way as the search button on the purchase order list screen. Only users with the proper access levels can see a full list of orders. Tap the |
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(back arrow) after searching to return to the list of purchase orders for this task.
Create Stock Order
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From the stock purchase order list, tap the
Continue to Select Supplier. |
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Select Supplier
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Next, select a supplier, or alternatively, tap Search/Filter suppliers
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(arrow) to see the list of 
(Filter By) buttons, or alternatively tap 
(Magnifier) to search your suppliers.
(Filter By) > Nearest (GPS).
Order Details
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From here, the purchase order worksheet will display. The header will display the order number, as well as tell you whether it's a stock order or a task order. Transaction Terms You may have a coloured banner displaying underneath the header (see image). See Transaction terms for more information. Fill out the necessary details as per below and then Save your order. |
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Purchase Order tabs
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The Purchase Order worksheet is broken up into four tabs: The Notes and More tabs will have a counter on them if there is information contained within them, e.g. if a note or document has been added. |
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Overview
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The Overview tab gives you the main details of the purchase order:
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(magnifying glass) to edit the supplier/supplier and location for this purchase order.
(clock) to insert the current time.
Notes
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Record more specific information about this purchase order (e.g. information regarding purchase order items) and/or view existing notes.
Read more on notes. |
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More
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All other applicable aspects related to the purchase order appear in the More tab, in the form of a pop-up. Certain options will have a counter on them to indicate that information is contained within them.
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Other options
These options appear on most of the five tabs available to you:
Order status
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The status of the purchase order appears on the quote header. The statuses are colour-coded. Read-only Purchase Order statuses can only be changed in AroFlo Office.
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Capture Signature
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Capture a signature from your customer. This is available on all tabs except More. You can only capture a signature when your purchase order is in the In Progress and Pending Approval status. |
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Save
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Tap Save to save the purchase order. Once you save, the information will be available to all users (in accordance with their access permissions) using AroFlo Field or Office. This is available on all tabs except More.
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