Welcome to Purchase Orders! Designed to make it quicker and easier for you to create and issue POs directly from your Projects to your suppliers. Select products directly from your Schedules, and keep track of your POs all in one place.
Please note: Our platform's design has recently been updated, so you may notice differences in screenshots and videos in this guide compared to the current layout. The steps and functionality outlined in this guide remains the same.
Set up tax rates for your Purchase Orders
Select the 'Cog' icon to the top right of your Purchase Orders dashboard
Click on the '+ Add Tax Rate' button.
Enter your tax rate in the field provided, and select whether this is an inclusive or exclusive rate from the dropdown menu
Give your tax rate a Display name and Description
Click 'Add Tax Rate' button to save.
Create a Purchase Order
In your Purchase Orders dashboard, click the 'New Purchase Order' button in the top right-hand corner of your screen.
In the fields provided, select:
The Project and Schedule that contain the products you'd like to add to your Purchase Order
The Supplier you will be sending the Purchase Order to
The Issue date (this is the date you intend to send your PO to your Supplier.
The Delivery date (this is the date you require the PO to be delivered to a particular location.)
The appropriate Tax option from the drop-down menu.
Check the boxes to the left of the products you'd like to include in the PO.
Click 'Confirm Selection' underneath your product list.
This will remove any unwanted products from the Purchase order and only selected items will remain. You can edit this at any time by simply clicking on the Edit button at the bottom of the page.In the panel that appears to the right, click '+ Add another' to include any additional recipients for the PO.
Include any relevant 'Notes to supplier'.
Enter the 'Delivery address' for your items, and include any relevant 'Delivery notes'.
Select '+ Add' under the 'Attachments' section to add any relevant files, such as invoices or quotes.
Click 'Preview' to see what will be sent to your Supplier. This will open in a new tab.
Click 'Send Purchase Order' to finalize and confirm.
Track your Purchase Order
Once you've issued a Purchase Order, you can track the status of the email, to ensure it has been delivered successfully, and viewed by your supplier.
In the 'Status' column on your Purchase Order dashboard, your POs will display one of the following:
Draft: Not yet completed or sent to your supplier
Sent: We have sent the Purchase Order from our system
Delivered: The email has successfully reached the suppliers mail server
Opened: The email has been opened by the supplier
Bounced: The email was unable to be sent to the nominated email address. Please check your supplier's email address before trying again
Edit & reissue a Purchase Order
In your Purchase Order dashboard, click on the Purchase order you'd like to edit.
Select 'Edit' in the top right-hand corner of your screen.
Make any necessary changes to the product selections, quantities, shipping address etc.
Click 'Resend Purchase Order' to reissue the updated Purchase Order (If the Purchase order hasn't been sent yet, click on the normal 'Send Purchase Order' button to send it through to your supplier.)
Didn't find what you were looking for? Check out our full collection of Purchase Orders help guides, or reach out to our friendly support team on the live chat below.