Create a Purchase Order in AroFlo Field

Learn how to create a purchase order in AroFlo Field

Updated on September 13th, 2024

There are two types of purchase order you can create in AroFlo:

  • Task purchase orders - used to order materials for a particular task (which may include quoted items)
  • Stock purchase orders - used to replenish stock or keep stock levels up to date.

The process for both scenarios is much the same; the only difference is how to get to the purchase order screen.

Are you ordering materials for a specific task or updating your stock levels?

For a task

 

Updating stock

 
 

You're creating a Task Order. Raise your purchase order from the task. Go to Create Task Order.

 

You're creating a Stock Order. Create your purchase order from the Purchase Order section. Go to Create Stock Order.

 

 

Create Task Order

The Purchase Orders section of a task lists all of the purchase orders already created against the task. You can also search for orders (see below) as well as create new purchase orders.

Access the section via the Items tab, More tab, or the task tiles.

From here, tap the (green plus button) to create a new Task Purchase Order.

Alternatively, if you want to quickly raise a Purchase Order without first viewing existing ones, use the Task shortcuts > Create PO.

 

Continue to Select Supplier.

 

 

Search Orders

On the purchase order list screen from a task, you're able to search for a particular purchase order by either the purchase order number or supplier name.

This works in much the same way as the search button on the purchase order list screen.

Only users with the proper access levels can see a full list of orders.

 

Tap the (back arrow) after searching to return to the list of purchase orders for this task. 

 
 

 

Create Stock Order

From the stock purchase order list, tap the (green plus button) to create a new purchase order for stock.

Continue to Select Supplier.

 

 

Select Supplier

Next, select a supplier, or alternatively, tap (arrow) to see the list of locations for that supplier and select one from the list.

Search/Filter suppliers

  • The list of suppliers has several options for filtering by using either the Wholesalers, Contractors or (Filter By) buttons, or alternatively tap (Magnifier) to search your suppliers.
  • You can also find the nearest supplier according to your geolocation using (Filter By) > Nearest (GPS).
 
 

 

What next?

The purchase order then opens in edit mode so you can add items to it, or change any key details of the order.

Continue to Purchase Orders - Overview