Submit a New Purchase Order

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, click Purchase 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 for your PO 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

Your PO has been created and submitted!