Purchase order software gives you more control.

Streamline job cost management with easy-to-use purchase order management software. Push bills through to Xero automatically and eliminate double handling - get full control over the costs in your business.

Screenshot of purchase order manager

Get better control over your costs and eliminate double-handling with purchase orders

Keep track of orders, actual costs and bills payable

When using external vendors, it’s important to keep records of what’s being ordered, the cost of those orders, changes to the cost of those orders and the status of delivery. So nothing falls through the cracks and so there are no surprises at month-end.

Screenshot of new purchase order form

Integrate with Xero

Use the Purchase Order management module in WorkflowMax to receipt-in supplier invoices to keep your job financial reporting intact. No need to enter them again in Xero. WorkflowMax does this for you by pushing automatically into Xero for payment. Switch to Xero to approve payment - Easy!

Screenshot of xero receipting integration

Flexible receipting processes

There are multiple ways to receipt an order in WorkflowMax. Use full receipt if you’ve got the full order. Check and pay now. Partial receipt - use this option if you’ve only received part of your order. The number of items received - changing this will automatically update the number of items that are outstanding. To make amendments - you can easily include additional items to the purchase order.

Screenshot of full, partial, and cancelled options for receipting

Our pricing

Check out the range of scalable plans to suit you and your business. Experience all the benefits of an enterprise-grade system, without having to pay thousands of dollars. No setup fees. No upfront costs.
View pricing

6 reasons you’ll love purchase orders in WorkflowMax

Icon of person standing atop a podium

Stay on top of your spending

Keep track of all items on order, view your future financial commitments, and see all your costs in one place.

Icon of a basket

Bulk purchase orders

Separate out items in a purchase order across multiple jobs.

Icon of a thumbs up

Get accurate job costing

Suppliers change the price on you? Keep on top of job costs and bill clients accurately.

Icon of a cloud inside a box with input and output arrows

No more double entry

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

Icon of xero logo

Seamless Xero integration

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

Icon of a coin laying flat

Get more time back

Let WorkflowMax streamline the processes, so you can spend time on more important tasks, like growing your business.

“The purchase orders functionality is awesome and saves us hours and hours of time.”
Lance Retter Co-founder And COO, Conquest Solutions
 
 

Got questions? We have answers!

A purchase order is a legally binding document between a supplier and a buyer. It details the items the buyer agrees to purchase at a certain price point. Purchase order management systems have made the purchasing process more efficient and allow for better inventory and payment tracking.
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.
Unfortunately, this isn't a feature that is currently available in the app, you would have to raise the PO through the website.
Purchase orders are commonly used whenever a buyer wants to purchase supplies or inventory on the account and needed to fulfil orders and process payments. In other words, a purchase order is created before an invoice is sent since it defines the contract of the sale.
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.
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!

Additional Features

feature-icon
Lead manager Track your leads, proposals and sales projections all in one place. Learn more
Client manager
Client Manager Manage your client relationships and store information about them one place and sync with other apps. Learn more
Group (1)
Quoting Send professionally branded, highly customised quotes in minutes. Learn more
Group (4)
Document management Store, manage and share documents directly in WorkflowMax or through Box, DropBox and Google Drive. Learn more
Group 272
Job, task and staff management View and manage all aspects of all jobs from one place. See at a glance what’s tracking to deadline and what jobs are running behind. Learn more
Group (2)
Time tracking Track and report on every minute, of every day, for every staff member throughout the year, with over 6 different ways to enter timesheets. Learn more
Group
Collaboration manager Send emails and attachments directly to a job or quote in WorkflowMax for everyone to collaborate. Learn more
Group (3)
Mobile Track time offsite, view jobs and contact clients and record your time on the go, from anywhere. Learn more
Group 272
Work in progress manager WIP manager allows you to easily view and manage all of your un-invoiced WIP on all of your jobs, in one place. Never miss being underpaid again. Learn more
Group 272 (1)
Invoicing Create invoices, any way you want, and send them, all in a few simple clicks. Control every aspect of your invoice, from how it looks to what information gets displayed. Learn more
Xero_icon
Xero integration Instantly and automatically keep your job management software and accounting software fully reconciled at all times with the seamless flow of information. Learn more
Group 272 (2)
Reporting Use the report builder to build any report you want in seconds. Invoice analysis, debtors, performance, time and WIP. Never miss getting underpaid again. Learn more
Group 256
Purchase orders Manage your Purchase Orders and accurately track actual costs against budgeted costs. Learn more
Group 274-1
Job costing & profitability report See your profitability in seconds and make decisions on whether you’re charging enough. Learn more
Group (4)
Performance reporting View your most profitable employees, understand profitability across different client categories and know which services make you the most money. Learn more
Get started today
No credit card required. No contracts to cancel. No setup fees. No hidden costs. No downloads.
Start free trial