Purchase Orders
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      2. Quoting, Ordering, Invoicing and Bills
      3. Purchase Orders

      Create an Order for a Supplier from a Quote

      In this article we take you through the steps in creating an order for a supplier from an existing quote.

      Step 1: Navigate to Orders and select Add, or quickly add an Order via Quick Actions


      Step 2: Select Using Quote

       

      Step 3: Select the Quote and OK

       
       
      Step 4: Select Materials then OK

      Step 5: Fill in Order form then select Save



       
      As you can see below, the Order has now been created. Select Send under Preview & Send if you wish to send to your Supplier.
       

      Create a Order using a Quote via a Job

      Step 1: Navigate to Jobs, All Jobs and select a Job

       

      Step 2: Select Orders and Add

       
       
       
      Step 3: Select Using Quote then continue from Step 3 above