In this guide we cover how to create, update and receive purchase orders for stock and for specific jobs (procured parts).
Getting Started
To get started, here are some tips to help you get ready for using Purchase Orders in Auxo Workshop:
Starting Order Numbers
If you would like to define the starting number for orders generated in Auxo Workshop, go to Settings > System Configuration and edit the Purchase Order number in the Number Settings:
Automatically Email Orders to Suppliers
Go to Contacts > Suppliers and select a supplier.
Click the … button and select Edit Supplier Details.
Tick the Prompt me to send purchase order emails checkbox
Creating Purchase Orders
Orders Specific Jobs (Procured Parts)
Open the job you are ordering for.
Click the Purchase List button at the bottom of the Maintain Job screen.
In the Purchase List screen, click the Job Parts button to display the list of parts for the current job.
Tick the parts you need to order and click Load Parts to add them to the Purchase List.
If using Repco Navigator Pro integration, click the Repco icon to order through Navigator.
Otherwise, use the dropdown beside each part to select or edit the supplier.
To add parts to the job and order simultaneously, you can use the New Line Item button:
Click Save Draft to save your progress or Create Purchase Orders to proceed.
You will see the following confirmation that the orders have been created:
Ordering for Stock
Click Inventory in the side-menu and select Parts to view the Parts List
In the Parts List, select the parts you need to order, then click Add to Purchase List.
Open the purchase list by clicking the Purchase List button at the top right.
In the Purchase List, select the parts you wish to order and click Create Purchase Orders.
From here it works similar to ordering parts for a job, except you can edit the Quantity field to specify the quantity to order.
Use the Supplier dropdown menu beside each part to select the supplier or use the Repco button to order through the Repco Navigator Pro integration.
You can click Save Draft (bottom left) to save progress, otherwise click Create Purchase Orders to proceed
A confirmation message will display:
View / Find Purchase Orders
Find/View All Orders (Stock or Job)
Select Inventory in the side-menu, then Purchase Orders.
The full purchase order list will show orders for stock and specific jobs, along with their status.
Print a Purchase Order
To print a purchase order, open the Order List, tick the checkbox beside the order then click the Print button:
Viewing Purchase Orders from within a Job
When viewing a specific job you can see details of linked orders 2 ways:
To view the purchase order for a specific line item, click the order icon to the right of the line item.
🗒️Note: If this icon features an orange tick, this indicates the purchase order is partially received, a green tick indicates the order is fully received and finalised.
To view all purchase orders linked to a job, click the Order dropdown at the bottom of the Job Maintenance screen and select Purchase Orders.
Processing & Receiving Orders
Whether you have opened the order list from within a job or by navigating to Inventory > Order List the process for editing and receiving orders is essentially the same.
Open the order list from within a job or navigate to Inventory > Order List.
Edit the order values, including the cost price and quantity received (Qty REC).
Use the Receive All button to update the quantity received to match the quantity ordered.
If not all items are received, click Save to save as a partially received order.
If all items are received, click Save & Finalise to finalise the order.
💡Tip: When working on Job orders, you can use the “breadcrumbs” at the top of the screen to navigate back to the job, just click the Job number:
