What a PO checklist should cover
A purchase order checklist should make each order clear before money is committed. It should also make delivery and invoice checks easier later.
Checklist
- Supplier name and contact
- Job, project or cost code
- Description, quantity and expected price
- Approval owner and date
- Delivery location and required date
- Delivery note or receipt evidence
- Invoice match and variance notes
Keep procurement and costing aligned
Purchase orders should not sit away from the job. Link them to stock, materials, labour, subcontractors and invoices so commercial records stay explainable.
Zektrx supports Construction Procurement Software, Construction Commercial Management Software and Construction Accountancy Software workflows.
Next step
Connect POs to Construction Stock Management Software, prepare with the Contractor Setup Pack, or start a ยฃ5 for 14 days trial.
Related Zektrx workflow
More ways to use this commercial guide.
Put it into practice
Turn this guide into a working Zektrx workflow.
Start with the ยฃ5 for 14 days trial, then connect RAMS, jobs, stock, documents, records and reporting in one place.