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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

Stay on top of your costs 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 costs and delivery status. By using purchase orders, you'll make sure nothing falls through the cracks and there are no surprises at month-end.

Screenshot of new purchase order form

Integrate with Xero

If you use WorkflowMax and Xero, there's no need to double-handle data. Use the purchase order management module in WorkflowMax to receipt-in supplier invoices to keep your job financial reporting intact. WorkflowMax automatically pushes this information to Xero. Then you just need to switch to Xero to approve payment - it's so easy.

Screenshot of xero receipting integration

Flexible receipting processes

There are a number of ways to receipt an order in WorkflowMax. Use full receipt if you’ve got the full order. Use partial receipt if you’ve only received part of your order. The number of items received will automatically update to the number of items that are outstanding. You can easily add more items to a purchase order.

Screenshot of full, partial, and cancelled options for receipting

WorkflowMax pricing

See 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.
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Six reasons you’ll love purchase orders in WorkflowMax

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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.

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Bulk purchase orders

Separate out items in a purchase order across multiple jobs.

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Get accurate job costing

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

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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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Seamless Xero integration

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

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Get more time back

Let WorkflowMax streamline the processes so you can spend time on more important tasks like working with clients or 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. You can even do it all from within Microsoft Word. Contact us for help.
Unfortunately, this isn't a feature that is currently available in the app.
Purchase orders are commonly used whenever a buyer wants to purchase supplies or inventory on the account. They're also used 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 edit the default prefixes and number sequencing to suit your own requirements. Check out this 0:57 min video on how to do this or contact us 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

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 in one place. 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. Choose from six different ways to enter timesheets. Learn more
Collaboration manager Send emails and attachments directly to a job or quote so everyone can collaborate. Learn more
Group (3)
Mobile Track time offsite, view jobs, contact clients and record your time on the go, from anywhere. Learn more
Group 272
Work in progress manager WIP manager lets you easily view and manage all of your un-invoiced work in progress on all of your jobs. Don't get 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 from how your invoices look to what information gets displayed. Learn more
Xero integration Link with Xero to instantly and automatically keep your job management and accounting data fully reconciled at all times. Learn more
Group 272 (2)
Reporting Use the report builder to build any report you want in seconds including invoice analysis, debtors, performance, time and WIP. 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
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