---
title: "Working with Purchase Orders"
slug: "working-with-purchase-orders"
updated: 2025-04-14T08:39:15Z
published: 2025-04-14T08:39:15Z
canonical: "docs.avontus.com/working-with-purchase-orders"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.avontus.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Working with Purchase Orders

Quantify makes managing purchase orders and work orders quick and simple.

## Adding PO Numbers and Work Order Numbers to a Customer

Once associated with a customer, you can select Purchase Order numbers and Work Order numbers at the Job Site-level along with the Customer and display them on invoices and reports.

To add Purchase Order numbers and Work Order numbers to a customer:

1. Click the **Customers** tab, then click the appropriate customer name.
2. Click the **Orders** button ( ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/724d6375-664f-4bf7-ba16-242324f25cce.png)). ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/order.gif)

The *Orders* dialog appears.
3. Click the **Add Purchase Order** button.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-COABSXL1.png)

The *Purchase Order* dialog appears.
4. Click in the **Purchase Order Number** text field and enter the customer’s purchase order number.
5. Click in the **Approved Amt** text field and enter the appropriate amount.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-H3JIPSJO.png)
6. Click the **Approver** dropdown and select the appropriate approver.
7. Click the **Reviewer** dropdown and select the appropriate reviewer.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-ILWIHOHT.png)
8. Click in the **Description** and enter a brief description of the Purchase Order.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-V4QJLAWY.png)
9. Click the **Add** button to add a Work Order for this purchase order.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-V7LLFYO7.png)

The *Work Order* dialog appears.
10. Click in the **Work Order Number** text field and enter the Work Order number,
11. Click in the **Approved Amt** text field and enter the amount to be paid.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-IMZ4MA4S.png)
12. Click the **Approver** dropdown and select the name of the person who will approve this Work Order.
13. Click the **Reviewer** dropdown and select the name of the person who will review this Work Order.
14. Click in the **Description** text field and enter a short description of the Work Order.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-1694705331191.png)
15. Click **OK**.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-4HD4CRMQ.png)

The *Purchase Order* dialog returns.
16. Click **OK**.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-5D7ARR2N.png)

## Viewing or Reporting a Customer's Purchase Orders and Work Orders

The *Orders* dialog enables you to quickly view a customer's Purchase Orders and Work Orders and generate pivot reports for them.

To view a customer's Purchase and Work Orders:

1. Click the **Customer** tab.
2. Click the appropriate customer, then click the **Orders** button ( ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/6ed1cff6-9f5d-48e4-ab6f-b770edeeb53b.png)). ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/order.gif)

The *Orders* dialog appears.
3. Click the **Showing** filter dropdown and select the type of orders you would like to view: **Purchase Orders** or **Work Orders**.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-PDU2HIZC.png)

The *Orders* dialog refreshes.
4. To generate a pivot report of this Customer's orders, click **Order Pivot**. For more information, refer to [*Creating and Managing Pivot Reports*](/v1/docs/creating-and-managing-pivot-reports).

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-W7E9E7SF.png)
5. Click **Close** when you are done.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-X9J31YBJ.png)