Give each contract or purchase a name that describes the work to be delivered, for example «Demolition and remediation», «Scaffolding» or «Electrical work». Put the supplier in the separate Supplier field. This makes the Purchasing table easier to read, and you can group and filter by both work and supplier.
How to do it
When you create the purchase, enter what the work covers in the Name field.
Select the company in the Supplier field, if you have it.
Select Type: Contract for agreements with a fixed scope, or Purchase for one-off purchases.
What do you get out of it?
Group by supplier to see all contracts per supplier.
Click the production code chip on a purchase to see all purchases on the same code together, for example several consultants on the same consultancy code.
Sort by status to separate planned purchases from those that have been purchased.
Can't find a contract?
Check sorting and filters, and search for the name. If you think the contract or code has been deleted, contact us in the chat.