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How Do I Create Work Orders and Purchase Orders in Albi Using Templates?

This article walks through how to create and manage Work Orders and Purchase Orders in Albiware. It explains where these documents live, how to create them, and how Intro and Closing File templates are automatically applied.

How to Access and Create Work Orders or Purchase Orders

You can also manage your Work Orders and Purchase Orders from the Workbook or Finance tab within a project.

To create a Work Order:

  1. Go to the Projects tab and open your project.
  2. Click on the Workbook tab and navigate to Orders


      3.   Select Add Work Order.
      4.   The Create Order form will open — fill out the required details.

      5.   Once done, click Preview Document to review it.


       6.   Click Save Document to store it in your project records.
   

       7.    The following document will look like:

Your new Work Order or Purchase Order will appear in the Workbook → Orders section, where you can access and preview it anytime.