Purchase Orders
Helpdocs all about Purchase orders, vendors and setting material, sub and more costs on a job
6 articles
- Add a Vendor CompanyAdd a company to your vendor list so it becomes available to select as a vendor on purchase orders — and ready to sync with QuickBooks.
- How to Create and Manage Purchase OrdersCreate a purchase order on a job to track subcontractors, materials, permits, and other costs — with a budget, vendor, and line items.
- Purchase Order Statuses, Approval & Job CostsApprove or deny purchase orders, understand each status, mark purchase orders paid, and see how paid amounts become a job cost in your profit margin.
- QuickBooks & Purchase OrdersSet up QuickBooks items, sync vendors, and push purchase orders to QuickBooks Online so they path to the correct accounts.
Purchase Order Settings
Settings for Purchase Orders and Vendors
- How to Set Purchase Order Items in Lever360Set up reusable purchase order line items — with preset descriptions and QuickBooks mapping — so they’re ready to select every time you build a purchase order.
- Setting or Resetting Purchase Order (PO) Numbers in Lever360A short guide to ensure your PO numbering is aligned with QuickBooks to avoid duplication and keep your records in sync.