INTENDED SEARCHES: purchase order, PO, create PO, vendor strategy, material order
Purchase orders are used to organize material or vendor purchases connected to a project, job, estimate, billing record, or vendor.
Fields you may see:
- Project.
- Job.
- Billing record.
- Estimate.
- PO number.
- Vendor.
- Order date.
- Received date.
- Paid date.
- Delivery date.
- Discounts.
- Tax amount.
- Initial amount.
- Total amount.
- Status and sub-status.
- Shipping address.
- Shipping fee.
- Images.
- Vendor strategy.
- Notes.
Vendor strategy may include:
- Default vendor.
- Cheapest total.
- Most affordable per line item.
Before saving, check:
- Correct vendor.
- Correct project, job, estimate, or billing link.
- Correct items and quantities.
- Correct tax, discount, shipping, and total.
- Correct delivery and received dates.
Why this matters:
Purchase orders help control material costs, vendor communication, and job profitability.
Support note:
If you cannot find the option, cannot save the record, see different fields, or receive an error, contact support with the page, record name or number, what you clicked, what happened, and a screenshot if possible.
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