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Customers & PO Management

Customers and PO numbers help organize who you’re working for and how jobs are grouped in Tare.

What Is a Customer?​

A Customer is the company or contractor the work is being done for.
Every dispatch must be tied to a customer.

You can create a customer:

  • From the Customer List page
  • Directly while creating a Dispatch (using the “+” button)

Customers can be edited at any time from the customer list or their detail page.

What Is a PO?​

A PO (Purchase Order) is an optional reference number used to group related dispatches for the same job or contract.

Key points:

  • A customer can have multiple POs
  • POs are selected or created during dispatch creation
  • Dispatches using the same PO can be grouped for billing and reporting

Why It Matters​

Customers identify who the job is for, and POs help you organize work under that customer.
Using both makes dispatching faster, reporting cleaner, and billing easier.

Adding a Customer​

Dispatchers can add customers directly within the app.

Step 1 — Navigate to the Customer Page​

Open Customers → Add Customer from the main navigation.

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Step 2 — Enter Customer Details​

Provide:

  • Customer Name
  • Any additional relevant fields
    (Fields may depend on your workflow.)
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Step 3 — Submit​

Tap Save to create the customer.

The customer is now available for dispatch creation and PO assignment.

Adding a PO to a Customer​

POs are added directly under a specific customer.

Step 1 — Navigate to the Customer Page​

Open Customers and select the customer you want to add a PO for.

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Step 2 — Click “Add Purchase Order”​

This opens the Add PO form.

Step 3 — Fill in the PO Details​

Provide:

  • PO Number / Reference Code
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Step 4 — Submit​

Tap Save to attach the PO to the customer.

You can now assign this PO when creating dispatches.

Summary​

Customers and POs help structure your operational workflow:

  • Customers define who you’re working for
  • POs define which job or contract the work falls under
  • Both can be added quickly from the Customer page
  • Customers and POs can be reused across multiple dispatches

This keeps your dispatching and reporting clean, organized, and easy to manage.