Add a Purchase Order

Creating a purchase order allows you to request materials, equipment, or services from a vendor while tracking committed costs for a job. This helps your team maintain accurate budgets, improve financial visibility, and streamline procurement across projects.

To add a purchase order:

1. Select + New in the upper-right menu.

2. Select Purchase Order.

3. Fill in the purchase order details:

   • Vendor

   • Job

   • Transaction Date

   • Status (Accepted, Closed)

   • No.

   • Shipping Address

4. Under Items, add new items as needed. For each item, include:

   • Cost Code

   • Account

   • Qty

   • Unit of Measure

   • Unit Cost

   • Total Cost

   • Remaining Budget

   • Delivery Date

5. (Optional) In Additional Details, select Add Notes to include any extra information relevant to the purchase order.

6. Select Save to complete the process.

With your purchase order submitted and tracked, you can confidently manage committed costs, support timely procurement, and keep your project budgets on course.

See also

To understand more about daily workflows, you can check:

• Add a Subcontract: Explains how to create and manage subcontract records, including entering vendor details, assigning cost codes, and linking the subcontract to the appropriate project.

• Add a Vendor Credit: Covers how to record a vendor credit in the system, including selecting the vendor, applying the credit to existing bills, and ensuring your project and accounting balances stay accurate.