How to create a new Purchase Order, Work Order, or Estimate Request
From within the Orders 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 number
Click “select vendor” and choose a vendor
Change the currency if needed
Adding Items to Orders
Select "Add line items"
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.
Click on the products you would like to add
Click on "Add" to finish adding the items to the 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.