Quick Add - Supplier Invoice from within Job
Step 1: Navigate to All Jobs and select your Job
Step 2: Select Supplier Invoices on Job flyout
Step 3: Select Add
Your list of existing supplier invoices assigned to your job will appear in the list. This Job has no supplier invoices.
Step 4: Select Quick Add
Step 5: Assign to a Supplier
Search for Supplier and select
Step 6: Complete Add Supplier Invoice form
Here you have the option to add a supplier invoice number and set the dates for the supplier invoice. The job is automatically assigned to supplier invoice and reference populated. When happy with everything select Next.
Step 7: Select the Line item charge type
Step 8: Enter in required information
Fill in the required information including a line item description and invoice total, and tick to create actual charges and set your markup %. Drag and drop your supplier invoice file under "Files for Supplier Invoice" or select Attach File(s) and select the files from your desktop. When happy select Save.
As you can see below, the charges for that supplier invoice are now added to the jobs materials item charges.
