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Issuing work orders from an approved quote

Issuing work orders from an approved quote

This article will walk you through sending a purchase order for labor or services that have been autodrafted from an approved quote.

Written by Teddy Widom

Updated over a year ago

First, go to the project you want to send an order for.

1. Click on "Orders"

Click on "Orders"

2. Locate the PO you want to send based on vendor and click on the "autodrafted" line

Locate the PO you want to send based on vendor and click on the "autodrafted" line

3. Your vendor details should be pre-populated. Type any additional instructions.

Your vendor details should be pre-populated. Type any additional instructions.

4. You will see that any linked quote will linked below the vendor instructions

You will see that any linked quote will linked below the vendor instructions

5. Click on "Preview email"

Click on "Preview email"

6. Adjust the subject line and details as needed

Adjust the subject line and details as needed

7. If desired, check "Display expected unit prices on order"

This will showcase the quoted prices to the vendor or subcontractor.

If desired, check "Display expected unit prices on order"

8. To Notify the subcontractor, click on "Send email"

To Notify the subcontractor, click on "Send email"

9. To view further details or upload invoices, click the PO

To view further details or upload invoices, click the PO

10. Attach the invoice if the subcontractor submitted their invoice directly to you rather than in Materio.

Attach the invoice if the subcontractor submitted their invoice directly to you rather than in Materio.

11. Once you have reviewed and are okay with the provided invoice, click on "Confirm"

Once you have reviewed and are okay with the provided invoice, click on "Confirm"

12. To track a payment, click on "Record payment"

To track a payment, click on "Record payment"

13. Sometimes you may record a partial payment. Enter the paid amount.

Sometimes you may record a partial payment. Enter the paid amount.

14. Click on "Done"

Click on "Done"

15. To apply this payment and save changes, click on "Save"

To apply this payment and save changes, click on "Save"

16. When you save a PO, Materio will prompt you to update the item status to ordered. If you want to do this, click on "Save."

When you save a PO, Materio will prompt you to update the item status to ordered. If you want to do this, click on "Save."

17. You can always visit your orders tab to review Purchase Orders with any status.

You can always visit your orders tab to review Purchase Orders with any status.