_bm0 Mass purchase orders

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Use Mass Pos feature to quickly issue purchase orders for a number of freelance jobs.

1. Open Pos to Freelancers window and click Mass Pos button (shortcut Alt+M).

2. This will open Mass Pos window:

Select the freelance experts, who has been assigned to freelance jobs which you wish to include in Pos. Do so by double-clicking check boxes in front of each expert
Use Local Freelancer Filter to select freelance experts by certain criteria. The controls of this filter are the same as those of regular Local Custom Filter.
Select PO issuing options:

- One Project per PO (one PO to freelancer, including all the freelance jobs of these freelancers from all the projects);

- One Freelance Job per PO (create separate PO for each freelance jobs).

3. After selecting the required clients and setting up mass PO options, click Generate button. The program will begin creating purchase orders, which will be indicated by a progress bar.

4. Once all specified Pos have been generated, Mass PO window will display the number of purchase orders next to each freelancer.

5. You can adjust Local Freelancer Filter and check box settings and generate another set of Pos.

_bm3 Note: Once the Pos have been generated, they can be opened and edited in Pos to Freelancers window or Pos tab of Freelancer window.

_bm3 Note: To quickly select multiple freelancers by certain criteria, first apply Local Freelancer Filter, and then, once the list contains only freelancers you need — click Select All button.