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You can create Estimate Requests as well as both Purchase Orders or Work Orders in Mydoma.

Purchase Orders are used for products and Work Orders are typically used for labor.

Orders are built off of the products or services you've added to the products and services list. It’s best practice to assign products to vendors because orders are created by vendor. Once items have been added to an order they are automatically tagged as “ordered” on the products and services list. Orders for an entire project can be found at the Orders tab. Clicking into orders will show you a dashboard of all orders for the project and their status.

How to create a new Purchase Order?

  1. From within the Orders click "Purchase order" or "Work order" at the top right

  2. Assign an order number

  3. Click “select vendor” and choose a vendor

  4. Change the currency if needed

  5. Click “Add”

Adding Items to Orders

  1. Select "Add line items"

  2. This will open a pop up and show you other items tied to this vendor that are already listed in you products and services list.

  3. Click on the products you would like to add

  4. Click on "Add" to finish adding the items to the order

**Note** Be sure to add Products, Services, or Sub-items within a Custom Group Product. This is not meant for a Custom Group Product headings.

Editing and Customizing Orders

Status: Change the status of the purchase order as needed. The item(s) will automatically update on the products and services with an order status. For example if you change the status of an order to shipped- the items on the proposal will receive the “ordered: shipped” tag.

To change the overall order status select the pencil icon on the top right of the order information.

Then click the status dropdown menu.

This will show you a list of set order statuses you can choose from. Once you have selected a status you will select done on the bottom right of the pop-up.

Status Notes: Internal notes for you and your team. To add a status note, click "Add Status Note."

From here you can type any note you are wanting to leave. Once you are done be sure to click "Save" at the bottom right corner.

To edit a status note, select the three dots on the far right, then click "Edit."

**Note** You can have multiple Status Notes. If you don't see a note you've added to this order, be sure to click the " v " by Status Notes.

To delete a status note, select the three dots on the far right, then click "Delete."

Shipping Address: Type in the shipping address or choose one from your list of addresses. Select the three dots on the far right of the shipping address field, and click "Select an existing Address," or "Enter an address."

The existing addresses will include addresses you have included in your studio settings such as receivers, your business address, and any client addresses.

Enter an address will allow you to type in an address.

Once you have added an address, should you need to edit or remove the address, you can do so by clicking on the three vertical dots and click "Edit address" or "Remove address." You can also click "Select an existing address" to override the address selected.

Notes: Add in specific notes/ instructions to your vendor directly on the line items. Click "Add notes," and type out what you want. When you are done you will click "Save." This is great place to notate your selections for custom products.

You can also leave a note for the Vendor by selecting the "Public Note" option.

These notes are anything you want to include that is not already part of the Order header/footer that is set in your studio settings. Once you are done you can select to "Save."

Attachments: Attach any supporting documents here. Attach a drawing, sketch, photograph to accompany the PO. Select "Add files," then upload any documents you are wanting to attach.

First choose "select files." It will open your computer files and you can select what files you would like to upload.

Then if you wish to rename any files you will click on the file name itself and edit the file name as you please. Once you are done, you will click "upload."

Once you have uploaded the files you will have 2 options on the right of each file. The pencil is if you want to edit the file name. While the "-" is if you would like to remove the file.

How to send an order/estimate to a vendor?

From within the order, click the three dots at the very top right of the order.

From here you can select "Download Estimate," Download Order," "Invoice," Email to vendor," "View email history," or "Delete."

If you wish to download and send your order/estimate outside of the studio, choose "Download Order / Download Estimate."

If you would like to email the order/estimate from within the studio choose "email to vendor."

This will open a pop-up. Here you can edit the vendor's contact name, email, email subject, and email body. Before you click send be sure to choose the last field to switch between an estimate being sent, or an order being sent. Once you have done this then you can click send!

You can see when you emailed your Purchase/Work Order or Estimate by looking at the Email History. Open the Order you'd like to see the Email History for and click the three vertical dots in the upper right-hand corner.

Then click "View email history."

From here you can see who you sent it to, what the Subject line was, and when you sent the email to your rep/vendor.

Turning an Order into an Invoice

Click the three vertical dots either on the Order page or within the Purchase/Work Order itself.

Then click "Invoice."

It'll ask you to select an already created Invoice or to Create a new one.

To select an Invoice you've already create, click in the dropdown menu and select the Invoice you wish to add the items within the Purchase/Work Order to. Then click "Save."

To create a new Invoice, click the dropdown menu, then click inside the empty text field to enter the Invoice number you wish to create.

Once you've entered the new Invoice number, click "Create: ..." then click "Save."

How to delete an Order

Click the three vertical dots either on the Proposal page or within the Proposal itself.

Then click "Delete"

It'll ask if you're sure you want to Delete this Purchase/Work Order. Click "Delete" to proceed or "Cancel" to keep the Purchase/Work Order.

**Note** Deleted Purchase/Work Orders cannot be retrieved! You'll have to manually re-enter the Purchase/Work Order.

If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.

Happy designing!


Orders

Orders are built off of the products or services you've added to a proposal. It’s best practice to assign products to vendors because orders are created by vendor. Once items have been added to an order they are automatically tagged as “ordered” on the proposal. Orders for an entire project can be found at the project level. Clicking into orders at the project level will show you a dashboard of all orders for the project and their status. 

How to create a new purchase order? 

  1. From within the proposal click order/ invoice at the top of the action bar 

  2. Choose order 

  3. On the right click “select vendor”

  4. Assign an order number 

  5. Click “create order” 

  6. A window with available products by the vendor appears. Select the products or services you’d like to add to your purchase order. If no vendor has been assigned to a service it will be available to add to the purchase order 

  7. Click add items to order 

  8. Edit/ customize your order 

Editing and Customizing Orders

Status:  Change the status of the purchase order as needed. The item(s) will automatically update on the proposal with an order status. For example if you change the status of an order to shipped- the items on the proposal will receive the “ordered:shipped” tag

Shipping Address: Type in the shipping address or choose one from your list of addresses

Notes: Add in specific notes/ instructions to your vendor 

Status Notes: Internal notes for you and your team

Add PO file: Attach a drawing, sketch, photograph to accompany the PO

How to send an order to a vendor? 

From within the order, click download / or send in the top action bar. Click “also send to vendor” Customize your message as you like and click “email PDF to vendor” 

Can I send an estimate request to a vendor?   

Yes! If you’re looking to get pricing on products create purchase order and click “download/ send” from the top action bar.  Click estimate request and download the pdf or email direct to your vendor

If you need any additional support, click the chat bubble in the lower right-hand corner to chat with a member of our team.

Happy designing!

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