Jobs

Purchase orders

A purchase order is what you buy from a supplier, for a job or for the shop. Plana fills in the supplier's codes and prices from your Materials, puts the order in your Outlook drafts with the order attached, and once it's placed for a job, its cost counts against that job.

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Good to know

The email goes to the supplier's own address if they have one, or else to the person there you last wrote to. If there's neither, add the address in Outlook.
The order never shows the supplier your customer, the job's name or what you're charging. Only your job number, so their invoice can quote it back.
If Plana asks you to connect Outlook again, it's so it can write drafts. Your mail keeps coming in either way.
An order that's ordered but late shows its date in red.
Delete draft removes a draft for good. Cancel order keeps a placed order on record as cancelled, and takes its cost off the job.
Set your delivery address once in Organisation settings, and every new order starts with it.
Start a New order from a job's Materials tab and press Fill from job: it adds the sheets and rolls the job needs, less what's already ordered, and Undo takes them back out. Order for this job on one material fills in just that one.

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