purchase order tracking software

[Erin Rothman]

Hi everyone! We are doing our first big hardware build and realized the need to track/issue/approve purchase orders. We're suing Jira & Confluence for the rest of our PM and thought this could apply, but I'm not sure if it works or where to look or how to get started. Suggestions would be very much appreciated!!

Thank you!

Erin

[Aron Gombas _Midori_ · Accepted solution]

Table Grid Editor excels in managing structured multi-value data in a custom field, like the line items of a purchase order.

Then PDF View Plugin can generate ready-made purchase order documents from any Jira data, including the Table Grid fields.

This is a combo you should definitely try. See this section for starting point.

[Deleted user · Accepted solution]

Hi @Erin Rothman,

My suggestion would be to track purchase orders through Jira using a separate Jira Project with a custom Issue Type. The issue type itself can be set up with custom fields that are applicable to creating and add purchase orders into the project for relevance and ease of tracking.

Once you have project and issue type that is set up, you can move onto documenting your workflow for your purchase orders. Getting the right people involved at the right time throughout the purchase order's life-cycle, even for approvals. 

I would suggest investigating the the Jira add-on Xporter, you can make beautiful templates using the add-on. Once your templates are created any purchase order can be converted from a Jira Issue to a PDF for distribution. 

Reporting on the progress of your purchase orders can be done in Jira, however you can set up Confluence pages with issue filters so stakeholders within the project can get the information they need easily and quickly. 

Hope this helps

[Erin Rothman]

This is great @[deleted]! Thank you!

[Deleted user]

Happy to help you get set up if you ever need assistance. 

Just glad I could help.

[Wouter Bruinings]

Hi @Erin Rothman, 

In addition to what Danny wrote :-)

Here is an example of someone using JIRA to track his beer inventory:

https://community.atlassian.com/t5/Jira-articles/JIRA-As-a-Beer-Inventory-System/ba-p/458288

Additionally the documentation by Atlassian is also very helpful: 

https://confluence.atlassian.com/jiracorecloud/see-what-s-possible-with-jira-core-765593060.html

It is very easy to overcomplicate your processes. A main pitfall is to capture every single little detail as a status in the workflow. Therefor I would advise to keep  your workflows simple and lean, so they are easy and intuitive for the user. 

[Erin Rothman]

@Wouter Bruinings this is wonderful! Thank you so much!

[Deleted user · Accepted solution]

Hi Erin,

I'm not sure if this would meet your use case, but we use the Insight add-on for Jira to manage Asset Storage, which could be set up to track Purchase Orders.

[Vladimir Horev _Raley_]

Hi Erin,

We've recently released Raley Purchase Orders app which is based on cloud Jira and let you submit Purchase Orders, turn them into Purchasing Requests and have full reporting per budget(s). 

Give it a try and let us know how we could make it even better!

Cheers,

Vladimir