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 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
Scroll to the bottom to see your subtotal price.
When complete, click the button in the top right corner that says Save Quote
Select Save Draft
You can now find your draft quote in your Project or in the Quotes menu tab
Start a New Quote
Create a quote for your project to receive instant material pricing
Written by Sofia Calicchio
Updated over 3 weeks ago