Purchase Orders are added to the Client record and can then also be added to a Project (if used) and can then be used on Jobs and Placements as needed.
To add a purchase order to a Client record:
Click Clients and then click Financial option
Select Purchase Orders
Click the
icon
Add the detail for the Purchase Order:
Purchase Order No (mandatory)
Purchase Order Value
Description
Start Date
End Date
Document
Click the
icon
To add a purchase order to a project:
Click Projects and then click Purchase Orders tab
Click the ✚ new icon
Add the detail for the Purchase Order:
Click on the
icon to find the purchase order for the client
Click Select and then click Save
📌 Note: There isn't any functionality within Access Recruitment CRM to depreciate the value of the Purchase Order as it gets used up on jobs
⚠️ Important: The Purchase Order will no longer be usable after the expiry date