How can I send a Purchase Order to a supplier

Martina_CommsMartina_Comms Member Posts: 10

I buy items from a supplier and sell them with mark up to my client. How do I record these items, and send my purchase order to the supplier.

Also - is there a way then, of just adding the items to my invoice, where I can then mark them up?

Many thanks all...

If I can do this I will be so happy. Its a great platform.

Comments

  • BarsinBarsin Administrator Posts: 1,759 admin

    Hey there @Martina_Comms

    I would check out our inventory tracking help center article on how to do this! It should give you a good walk through on how to keep track of your inventory being marked up.

    https://support.waveapps.com/hc/en-us/articles/208623546-How-to-track-inventory-in-Wave

  • JamrJamr Member Posts: 30

    I would also like to know how to send a purchase order to a vendor or supplier. The article referenced lectures on how to send a "Bill" to a vendor. The is different from a purchase order. In fact most of my vendors only accept a document labeled "Purchase Order" and nothing else. A document labelled "Bill" will not work making that article referenced, useless.

    edited July 14, 2020
  • Martina_CommsMartina_Comms Member Posts: 10

    Maybe Bill is a US term, and they don't use Purchase Orders. Think this is a US platform.

  • BarsinBarsin Administrator Posts: 1,759 admin

    Hey there @Jamr @Martina_Comms

    Wave doesn't presently have a way to send purchase orders at this time. Check out the thread I linked for more information on this and thanks for your post in our community!

  • JamrJamr Member Posts: 30

    That thread is closed.

  • JamrJamr Member Posts: 30

    Why not just give us the ability to change the name of a bill like you give us the ability to change the name of estimates. This sounds like an easy fix and one that can be implemented immediately to satisfy many peoples requirements.

    We would also need a way to email or print the PO.
    That would be great and it would show you really are listening to your customers instead of the typical "We have no road map for this feature"
    Thank you.

    edited July 18, 2020
  • Martina_CommsMartina_Comms Member Posts: 10

    I have to agree with you J Miller.

  • tsfjaxtsfjax Member Posts: 44

    This would be a big help — particularly for subcontractors that are setup for payroll. Many I’ve used require some sort of PO or CYA document and this is a big deficiency of Wave’s (especially considering so many users are service providers and the number who subcontract).

    [EDIT: As a person who subcontracts services heavily, this would be something (when combined with being able to add files (like my Ts&Cs)) that could easily bring me back to Wave and find a workaround for the reporting gaps.]

    edited August 19, 2020
  • Martina_CommsMartina_Comms Member Posts: 10

    I honestly wouldn't mind paying for Wave if it did what I need it to do.... PO's being one of those items.

  • tsfjaxtsfjax Member Posts: 44

    @tsfjax said:
    This would be a big help — particularly for subcontractors that are setup for payroll. Many I’ve used require some sort of PO or CYA document and this is a big deficiency of Wave’s (especially considering so many users are service providers and the number who subcontract).

    [EDIT: As a person who subcontracts services heavily, this would be something (when combined with being able to add files (like my Ts&Cs)) that could easily bring me back to Wave and find a workaround for the reporting gaps.]

    EDIT 2: Sorry for the snarky in my post — it’s just that a lot of people seem to have been asking for this as far back as 2016/2017 and Wave hasn’t yet deemed it worthy of the roadmap yet and it was a little disheartening to see.

  • Martina_CommsMartina_Comms Member Posts: 10
    Didn't notice Snarky at all. But to be honest.... I'm getting what I pay for...

    )

  • tsfjaxtsfjax Member Posts: 44

    Hey, @Barsin. Wanted to follow up on this because I don't want this thread to fall through the cracks like the other PO-feature-request threads.

    I'm in the process of onboarding two new subcontractors for some of my site visits and one of them is particularly savvy and is requiring POs and absolutely will not work without one. Smart business, in my opinion, but it's a gap that has existed here since at least 2016 or 2017 nonetheless (I did a cursory search for the oldest reference to a PO feature request I could) and one that solidifies the tether QuickBooks has on my company.

    So my point is this: I moved my for-profit work off Wave because of reporting, attaching documents to invoices (such as proof of completion, Ts&Cs, etc.), and POs (also with attachment capabilities) QuickBooks isn't much better, as you guys already know, but I've at least got the bare-bones basics. The ability to send POs from a jobsite with my iPad is something that would make me (and many others, I suspect) return to Wave — with my expanding service offerings and billing for subs' time, it even makes Wave Payments a little more palatable (especially if we get the ability to pass along fees) since I can make a sales pitch for it while I'm standing next to my client.

    Since most of the folks on here (from what I've read elsewhere on these boards) are service providers, I really, really, really hope you guys will take a hard look at this feature. As @Jamr pointed out, it might just be as simple as changing the name of a bill and giving us the ability to email it so it replicates the basic function of a 'regular' PO.

    Either way, thanks for [virtually] listening. :smile:

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