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How do I order materials by an individual invoice?

  1. If you’re not already on the order materials by invoice screen navigate there by clicking on the “order by invoice” button, which is located under the “order materials” tab on the dashboard.



  2. Click on the invoice number that you are going to order materials for.



  3. Once you have clicked on that number you will be brought to the workorder screen.



  4. You will then click on the shopping cart icon that is located on the right side of the screen.



  5. Change the order status to “ordered.”



  6. Next you will fill in the order number field with the reference number provided to you by the vendor.



  7. Verify that the amounts listed are as expected. (Hint: Check the tax, freight, material cost and material invoice total)



  8. Click save to save all this information.

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