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Where do I leave notes for the branch in my Purchase Order?

If you cant find a particular item or other comments when creating a PO use the "instructions to branch" text box!

Jana avatar
Written by Jana
Updated over 3 months ago
  1. Create Project

  2. Create Purchase Order

  3. In the Purchase Order Builder, on the Branch Details page there is a text box titled Instruction to Branch

  4. In that text box leave notes as needed about..

    1. Adding an item/product you cannot find

    2. Adding a specific color of a product/item you cannot find

    3. Asking branch to do the calculation as needed for materials (ex: you use SQ the item is sold by Bundle)

    4. and more!

We suggest always adding more detail than needed. We also suggest always submitting the Purchase Order so it can start being worked on and you can always contact your branch.

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