Overview This feature is mobile-app-only. ✗ This process does not flow through the approval matrix. You are at the store picking up supplies for your jobsite. You have drafted a PO and provided the PO number to the cashier. You have received a receipt and you're ready to send your PO to accounting. ? The supplier must be available from your In-Store Purchase List for this feature to work. |
How to complete your In-Store PO
1. Tap Add Receipt and take a picture of your receipt (for Accounting).
- If you won't have this until later, tap "Enter cost codes without receipt."
2. On the "Subtotal & Cost Code" screen, enter the Order Subtotal and Cost Code.
Here you can upload your receipt if you didn't have a chance to before.
3. Tap Send and Complete.
This will email the PO to your project team & accounting.
4. PO sent! Tap Home to return to your dashboard.
- Create your draft PO in advance or while waiting in line - you only need to select your project and supplier to create one!
- If you need to add another store to your In-Store Purchase List, reach out to your Administrator. They will be able to add new suppliers for you.
- This feature does not flow through the approval matrix: Since the PO number is issued before the price is known, purchasing limits are not enforced for this feature.
This means if your In-Store PO exceeds your purchasing limit, your PO Approver will only receive a notification once the PO has been reconciled. It is for this reason that this feature may not be approved for your company, or why specific suppliers are excluded from this list.
Need help?
There are three ways to reach our Customer Success team:
- Send an email to [email protected]
- Phone or text us toll-free at 1-833-712-5021
- Chat with us using the chat bubble icon in our web and mobile apps