How to Create an Itemized Purchase Order (PO) for a Project

Overview
An itemized vendor order lets you send a vendor a list of specific line items from your project. When you create a vendor order, Bolster shows all the line items in the project so you can pick the ones that belong on the order.

Open the Project

1. In the left-hand menu, click Jobs.

2. Click Job list and select the project. You can also click Pipeline and select it from there.

Create the Vendor Order

1. In the project's left sidebar, under Production, click Vendor orders.

2. Click Create new. You can also click Vendor order in the top right corner. The Create vendor order window opens, with Assign to job already set to your project.

3. Click Vendor and search for or add the vendor you want to assign this order to.

4. On the Items tab, under Available items, check the box next to each line item you want on this vendor order. Uncheck any you don't want.

Add More Detail (Optional)

1. Click the settings tab.

2. Turn on or off the options you need: Hide items, Show item pricing, Show order pricing, Show descriptions and Lump sum.

3. Optionally, enter Terms & conditions for the order.

Save or Send the Vendor Order

1. Click Save to save the order, or Save & send to save it and send it to the vendor.

Tips & Best Practices

• Required Fields: A vendor order needs a vendor, a job and at least one item before you can save it.

Why This Matters

• You can order exactly the line items a vendor is supplying, straight from your project.
• Settings let you control how much detail and pricing the vendor sees.

Summary

To create an itemized vendor order, open the project and click Vendor orders in the left sidebar, then click Create new. Choose the vendor, check the line items you want on the order, optionally adjust the settings tab, and click Save or Save & send.