Budget Tab
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      How to Create a Purchase Order From the Budget Tab

      This guide walks you through how to use the Budget Tab to quickly create purchase orders (work orders) for materials tied to a project. You’ll learn how to select items, assign vendors, generate the purchase order, and send it out for approval.

      Overview

      Within the Budget tab, you can:

      • Assign materials to a supplier

      • Create a purchase order directly from a budget line item

      • Automatically pull relevant details into the purchase order

      • Review, edit, send, and track the order status

      This helps streamline procurement by ensuring all committed expenses are correctly documented and vendor-assigned.

      1. Selecting Materials in the Budget Tab

      1. Navigate to your project’s Budget tab.

      2. Locate the materials or items you want to assign to a supplier.

      3. Click once on the item to highlight it.

      4. In the action options, select Add New Work Order.

      The system automatically interprets the selection as a purchase order and pre-fills the correct filters.

      2. Choosing a Vendor

      When the New Work Order window opens:

      1. Select your vendor from the dropdown list.

      2. Note that labor items are hidden, as they cannot be added to purchase orders—only material items will appear.

      3. Adding Items to the Purchase Order

      1. Choose the materials you want included in this order (e.g., faucet, hardware, etc.).

      2. Add each selected item to the purchase order.

      3. When finished, click Save.

      The system automatically creates a new purchase order and assigns it a sequential PO number.

      4. Viewing and Editing the Purchase Order

      After saving:

      • The Budget tab will reflect the committed amount tied to the new PO.

      • Click the purchase order number to:

        • View the order

        • Edit item details

        • Download the PDF for review or record-keeping

      The PDF will display your company logo, order details, and materials awarded to the vendor.

      5. Sending the Purchase Order to the Vendor

      From the purchase order view, you can now:

      • Preview the PO

      • Add an optional message

      • Send it directly to the vendor

      Once sent:

      • The status updates to Sent — Awaiting Approval

      • The vendor receives an email notification prompting them to review and accept the purchase order

      After the vendor accepts it, the order status updates accordingly in the system.