Accessing the Materials Tab
Navigate to the materials tab to manage project-related orders.
For non-project purchases, go to the suppliers page and create a purchase order.
Adding Materials to the List
View a summary of materials already added.
Click 'Add Materials' to manually add items.
Use the field service app to submit materials requests, which will be recorded in the history tab.
Syncing Materials from Accepted Items
Click 'Sync from Items' to pull materials linked to accepted items.
Review who submitted each request.
Creating a Purchase Order
Select a supplier and filter materials available for order.
Choose the material (e.g., shock arrestor) and set a due date.
Specifying Delivery Details
Choose the delivery address (project site, supplier address, or business address).
Add any additional notes for the supplier.
Finalising the Purchase Order
Decide whether to show actual prices on the purchase order document.
Click 'Create Purchase Order' to generate the document.
Sending the Purchase Order
Override the supplier's email if necessary.
Choose to copy yourself in the email and click 'Send'.
Recording and Confirming Purchases
View purchase records in the summary section.
If integrated with Xero or QuickBooks, the purchase order will sync automatically.
Editing Purchase Orders
Click 'Edit' to change prices or remove unavailable items.
Confirm changes to update records in Xero or QuickBooks.
Manually Recording Purchases
If needed, manually mark items as ordered by recording a purchase.
Analysing Material Costs
Review the forecast vs. actual purchases in the materials section.
Access analytics for profitability, including total costs and profit margins.
Utilising Direct Integrations
Note that ordering through direct integrations (e.g. City Plumbing) simplifies the process and purchase orders are created automatically.