How do I create a Purchase Order in Reckon One?

  • 1
  • Question
  • Updated 7 months ago
  • Answered

I am needing to create a purchase order to buy computer software for our business.  How do I do this?  Is it even possible in Reckon One? As I have created a project and an item line, but can't see how to print it.

Photo of GabbyLambkin

GabbyLambkin

  • 194 Points 100 badge 2x thumb

Posted 5 years ago

  • 1
Photo of Kevin Russell

Kevin Russell, Accredited Partner

  • 51,486 Points 50k badge 2x thumb
Can you even create purchase orders in Reckon one?
Photo of Qwerty

Qwerty

  • 7,906 Points 5k badge 2x thumb
Currently Reckon One doesn't have any inventory tracking functionality. There is no sales order or purchase order forms in Reckon One at this time.
(Edited)
Photo of Mirko

Mirko, Alum

  • 34,812 Points 20k badge 2x thumb
Hey Gabby, as per the above posts, Reckon One does not currently have Inventory features. As time progresses and further modules come into production, Inventory, Payroll etc will come into play. ^Mirko.
Photo of GabbyLambkin

GabbyLambkin

  • 194 Points 100 badge 2x thumb
Many thanks for the clarification.  I thought this may have been the case.
Photo of Qwerty

Qwerty

  • 7,906 Points 5k badge 2x thumb
A possible option for the time being, is to utilise the purchase approvals option in Reckon One. Enabling purchase approvals allow you to create "Draft" bills in Reckon One. Whilst this won't actually provide you with a form/template that can be submitted (e.g. printed or emailed) to a supplier which says "Purchase order", it should allow you to track your open purchase order(s) in Reckon One. Draft bills are non-posting so they won't reflect in your reports. 

If your purchase order is accepted by the supplier then you just need to approved the draft bill in Reckon One. If your purchase order is declined by the supplier then you can remove the draft bill from the system. 

Purchase approvals are available in books which have the "medium" invoicing module enabled.

To enable purchase approvals in Reckon One, click the Administration menu > Purchase preferences > Approval process (set this to Enabled).
Photo of Jen

Jen

  • 310 Points 250 badge 2x thumb
Is there any update on this? Are 'draft bills' still the current workaround?
Photo of Geoff Andrews

Geoff Andrews

  • 100 Points 100 badge 2x thumb
It's been two years.  Has there been any progress?
The ability to create purchase orders is such a basic and fundamental feature of a bookkeeping system, that I didn't think to check that Reckon One had it, before signing up. 
Photo of Kevin Russell

Kevin Russell, Accredited Partner

  • 51,486 Points 50k badge 2x thumb
Geoff with the utmost respect plenty of systems I use dont have purchase orders. I think the inventory module is a MUCH bigher priority. Personal opinion only
Photo of Helen Hogan

Helen Hogan

  • 392 Points 250 badge 2x thumb
Purchase orders are a nice to have any word on if and when yet?
Photo of Leigh Wolinski

Leigh Wolinski

  • 480 Points 250 badge 2x thumb
A purchase order or even a packing slip or a delivery docket. These are pretty important with most goods based businesses/....
Photo of Gavin Thomas

Gavin Thomas

  • 80 Points 75 badge 2x thumb
How can a business function without the ability to purchase items,Reckon one does everything i need except purchase products surely this isn't hard to implement,I would also agree with Geoff this is a basic fundamental
Photo of Sarah Jane

Sarah Jane

  • 446 Points 250 badge 2x thumb
I take it that this still isn't an option? It never occurred to me to check something simple like being able to raise a PO...

Photo of Kevin Russell

Kevin Russell, Accredited Partner

  • 50,494 Points 50k badge 2x thumb
Well then it might be back to the drawing board. If I was looking for a system for a client I would have a checklist to make sure it has the functionality I need. I wouldn't want to just "wing it". You can waste a lot of time that way
Photo of Sarah Jane

Sarah Jane

  • 446 Points 250 badge 2x thumb
I was just hoping there had been an addon - if financial programs were something I'd need to investigate regularly I'd definitely add PO on the checklist now. Only just started using it so can still switch without too much cost I suppose.
(Edited)
Photo of Rav

Rav, Community Manager

  • 85,916 Points 50k badge 2x thumb
You may want to check out TidyStock which is a full featured inventory management add-on solution that integrates with Reckon One.
More info here - https://www.reckon.com/marketplace/add-on/tidystock/
Photo of Sarah Jane

Sarah Jane

  • 446 Points 250 badge 2x thumb
Thanks for that infor Rav - for one user it seems to be $50/m which is more than the entire ReckonOne subscription which puts it well outside of a useful pricerange for only a few purchase orders a year.  (based on the minimum price here). But now I know what the other option is other than doing them by hand!