Log into your account
From the menu, Choose Projects
Open the project you want to create a Purchase Order for
From the project menu tab at the top, click Purchase Orders
Underneath the banner to the right, click New Purchase Order +
The Purchase Order 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 instructions if needed. Click Next
The Order Details page will load, now we will add items
Locate the Search Bar, under Order Details
Start typing the name or SKU of the item
After you locate the item, click Add +
The item will be added with a quantity of 1
Edit Quantity by clicking the edit (pencil) icon in the line item
Enter Custom QTY or add Measured QTY
Click Add
The quantity is now updated
Follow same process from step 10, to add all items/materials needed
When done, click Next to complete your PO
Add line items when you are building your PO
Search and add items from your distributors catalog using real-time pricing
Written by Jana
Updated over 8 months ago