PROJECT COST SOLUTIONS
TRANSCRIPTION
Hi, my name is Niall from LiveCosts. Today, we are going to take a look at the purchase order process in our software.
Jumping straight into LiveCosts, we start on a project dashboard and focus on a demo project where budgets have been broken down by elements; today, we will concentrate on the roofing budget. We create a committed cost by generating a new purchase order, selecting a supplier, assigning it to the demo project’s roofing budget, and specifying materials and delivery dates.
Using AI import, we can extract data from PDFs, JPEGs, or images of quotations, matching product codes against our catalog to identify price changes. Once the order is created and sent, a unique purchase order number is generated. All purchase orders can be sorted by project, budget, supplier, or creator.
Within the demo project’s roofing element, the cost appears as an open commitment, immediately visible in the system. The process can also be managed via the mobile app, which allows creating orders, tracking deliveries, uploading photographs of damaged goods or delivery notes, and checking off received items.
All delivery data syncs back to the main software, keeping everything organized in the deliveries section, where deliveries are linked directly to purchase orders, marked as delivered, and logged with detailed records of what was ordered, delivered, and when.
If this process sounds beneficial, please feel free to visit our website to book a demo or watch a more detailed walkthrough.
