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Anonymous
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Job costing: allocating materials

Is there a way to cost items to a job from a purchase order?

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Moderator

Job costing: allocating materials

Greetings alillytcvp,

 

Let me share some details about job costing in QuickBooks Point of Sale (POS).

 

Currently, we don't have a job costing feature in QuickBooks POS. However, we can create a work order and link it to a purchase order. This will indicate the customer who ordered the item.


Here's how:

 

To create a work order:

  1. Select New for the appropriate order type from the Point of Sale menu.
  2. In the Enter Item(s) field, scan or enter item information to list the merchandise or service items being ordered.
  3. Type an item identifier and press Enter.
  4. Enter a Customer.
  5. Select Deposit/Payment from the I Want To menu to take a deposit on the order.
  6. Select Save.

To generate purchase orders from a customer order:

  1. Complete and save the order document, if not already done.
  2. Highlight or display the customer order.
  3. Select Generate PO from the I Want To menu.
  4. The Select Items to Generate PO window is displayed, with all merchandise items from the customer order listed.
  5. Enter the quantity of each item to order from your vendor in the Doc Qty column.
  6. Select Continue.
  7. A confirming message displays the number of POs created and gives you the opportunity to view, print, or e-mail the POs.

The screenshots below show these steps as well.

 

 

 

 

 

That should do it. Reach out to me if there is anything else you need. Have a great weekend.

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