GEM-BOOKS FAQ
How to Attach a Purchase Order to a Work Order in the Point of Sale
When making an appointment on the Point of Sale, it is possible to add purchases for selected products.
The button is under the Purchases, between Terms and Quote status.
After clicking on the + sign, another purchase window will open. It is necessary to select the supplier, the products and services.
Then click on Process.
In the next window, you must include the invoice number and click on Process.
When clicking on the button + Purchase order, a confirmation window will open with the following message: ''Do you want to include cost prices?''. Click on Yes.
To check the purchase order, click on the magnifying glass and look for the right purchase. On the tab Documents you will find the Purchase order. It is possible to print, download, sign it and send it to the email or cell phone.
The products will now be part of your inventory. In order for the purchased products to appear on the work order and in the estimate, the products must be included in the sale at the Point of Sale. The work order, the estimate and the invoice can be accessed from the Documents tab.
Other articles on the subject:
Reverse an Invoice - Point of Sale Tab
The New Point of Sale in GEM-BOOKS (Beta)
Creating a Product or a Service from the Point of Sale in GEM-BOOKS
Creating a Package from the Point of Sale (Estimate) in GEM-BOOKS
How to Find Products in the Point of Sale in GEM-BOOKS
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Bianca da Silveira De Amorim
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