We need to be able to send a purchase order as a work order , but in house. This will not be a vendor situation. Advice?

Forum|Forum|4 years ago
February 23, 2022
6 replies
11 views

We have moved a service that we used to use a vendor for in house. I still need to be able to send a "work order" to the staff to complete the job. This will not end up being invoiced by a vendor.

QuickBooks Online

Rustler

Level 15

Use an estimate

try customizing an estimate to read work order

mbutler22Author

Thank you for your response. Estimates will already have been created by sales and sent to customers for approval. However, the estimates are basic and don't have all the "work order" info that the staff will need to complete the order, so I wouldn't be able to send the staff the same estimate that sales sent the customer.

Workaround?

SarahannC

Level 9

Hello there, @mbutler22. Thanks for getting back here.

I can see that the work order plays as one of the important details of transactions. At this time, it's not available in QuickBooks Online. Still, I recommend following the workaround shared by Rustler above. To customize an estimate, you can follow the steps below:

Gear icon> Custom form style> select Estimate.
In the Content tab, click the header part of the form.
Change the form name.
Click Done to reflect the changes.

Then, let's send your feedback to our Product Development Team. Your product suggestion will be evaluated and might be given a chance to be included in the next product release.

Go to the Gear icon.
Select Feedback under Profile.
Enter your suggestion. Then, click Next.

Lastly, you can always visit these articles below about how to handle transactions and personalize sales forms.

If you have any other questions or concerns, feel free to post below, mbutler22. I'll be there to help you out.

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