How to Create a Purchase Order

To create a new purchase order, navigate to Job > Job Financials > Purchase Orders and click to add. Enter a title for the PO, select the supplier it will be issued to, and specify whether the items should be delivered to the Job address or a Custom address. Once you have entered the details, click . 

Once your PO draft is created, it automatically opens, ready for you to add budget items, attachments, or send it directly to the supplier with a personalised message.

Once your Purchase Order is ready to be sent, click the button. If you need to edit your purchase order, you can update the information and click . The same pop-up will appear for you to confirm your email message & message to resend. Once your PO is complete, click  to update the status to PO Completed. 

Navigate to Job Financials > Budget > Cost Category > Cost Item. Select the checkbox of the cost item(s) you want to create a PO for, then click  . Enter the required details into the pop-up window & click .

ℹ️Selected budget items will now automatically prefill into the Purchase Order, saving you time to proceed with any billing, adding attachments, etc, before sending off to the supplier.

When you assign budget items to a supplier or contractor, you can quickly create a draft Purchase Order by using our Auto PO feature. This automatically prefills the budget details, including the Supplier/Contractor, PO Total, and Delivery Address.  

You can view the Auto PO either directly from the budget or the Purchase Orders tab. Click  to open the Auto PO from the budget or   to view all draft POs in the Purchase Orders tab.