How to create a new Purchase Order, Work Order or Estimate Request
***Please note: In order to add any products or services to an Order/Estimate they MUST be added into the products and services tab of the project first.***
From within the Project, select "Orders" then click "Purchase order" or "Work order" at the top right.
**Note** These can be sent as Estimate Requests first so, choose the option you expect the Order to turn into.
Assign an Order #
Click the dropdown arrow and select a vendor from the list.
Change the currency if needed
Click “Add”
Adding Items to Orders
Select "Add line items"
This will open a pop-up and show all items tied to this vendor that are already listed in your Products and Services list.
Select the products you would like to add.
Click on "Add" to finish adding the items to the order.
The order will include the items you added. If you would like to modify the information, click the three dots in the top, right-hand corner of the particular item to open the More menu: In the More menu, select Edit.
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!