Log into your account
From the menu, choose Projects
Open the project you want to create a PO for
From the project menu tab panel at the top, select Quotes
Underneath the banner to the right, click Start Quote +
The Purchase Order Quote Builder will open in a new tab
Complete required fields for Delivery Options and click Next
Confirm branch location on next page and add any branch instructions if needed. Click Next
From the Order Details page, add the items you need by using the search bar or by using a Quote Template and adjust quantities as needed. Click Next
Confirm details for Final Review. Scroll to the bottom to make any changes to the delivery or branch notes and to assign Team Members who want to receive notifications
When complete, click the Convert to Order button in the bottom right of the page
Your PO has been created and submitted!
Submit a New Purchase Order
Create a quote and submit a new PO!
Written by Jana
Updated over 3 weeks ago