Keep track of orders

When using external vendors, it’s important to keep records of what’s being ordered, the cost of materials and the status of delivery.

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Create a new order

Create a new purchase order

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Enter details

Enter order details. Include supplier information and link to a specific job.

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Save as a draft

Save as a draft to view later

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Issue and print

Issue the order and email it to the supplier immediately.

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Integrate with Xero

Raise purchase orders in WorkflowMax, and add as job costs as you receipt supplier invoices. These are automatically pushed into Xero for payment.

Switch to Xero to approve payment - Easy!

A flexible receipting process

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Full receipt

Got the full order? Check and pay now.

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Partial receipt

Use this option if you’ve only received part of your order.

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Number of items received

Changing this will automatically update the number of items that are outstanding.

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Need to add stuff?

Easily include additional items to the purchase order.

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“The purchase orders functionality is awesome and saves us hours and hours of time.”

LANCE RETTER, CO-FOUNDER AND COO, CONQUEST SOLUTIONS / ATLANTA-BASED IT SERVICES

It’s easy - no credit cards, no contracts.

6 Reasons you’ll love purchase orders in WorkflowMax

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Stay on top of your spending

Keep track of your items on order, your future financial commitments, and all your costs right from the start.

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No more double entry

Manage your purchase orders in one place. Enter data once and have it appear in Xero and WorkflowMax.

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Bulk purchase orders

Separate out items in a purchase order across multiple jobs.

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Seamless Xero integration

Supplier invoices are pushed seamlessly from WorkflowMax into Xero - giving you a complete solution.

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Get accurate job costing

Supplier change the price on you? Keep on top of job costs and bill clients accordingly.

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Spend time on more important tasks

WorkflowMax streamlines the process, leaving you with more time to do what you do best.

Got questions? We have answers

Can we customise purchase orders in WorkflowMax?

You sure can! Customise your purchase orders including the layout and your own branding. And you can do it all from within Microsoft Word. Find out more about custom templates or contact one of product specialists for help.

We’re on the move a lot. Can we raise purchase orders from mobile?

Unfortunately this isn't a feature that is currently available in the app, you would have to raise the PO through the website.

We already have a numbering convention we use across all our documents. Can we use this in WorkflowMax?

WorkflowMax automatically generates numbers for purchase orders, but you can also edit the default prefixes and number sequencing to suit your own requirements. Check out this quick 0:57 min video on how to do this or contact one of product specialists for help.

We use Xero for our accounting. Do Purchase Orders flow through to Xero?

Yes, as long as you’ve enabled integration with Xero the process is seamless! Simply raise purchase orders in WorkflowMax, and add as job costs as you receipt supplier invoices. These are automatically pushed into Xero for payment. Then switch to Xero to approve payment - Easy!

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