Send a purchase order to a supplier

Work that goes out to the trade gets a purchase order from the job, emailed with the PDF. There is no supplier portal; they reply to ordinary email.

Mark the work as outsourced on the quote

On a custom line, tick Outsourced and pick the supplier, or + Add a new supplier… with their name and email. On an auto-configured line, each extra has a Who does it column: in-house, or a supplier, whose extra is then costed at Their price (one for each quantity the quote offers, in Full breakdown). What they charge is the cost, so your mark-up stays honest. The customer’s quote reads the same either way.

Raise the purchase order from the job

1. On the job, under The work, the Sent out card lists each supplier with what’s outstanding. Click Raise purchase order.
2. The draft PO covers all of that supplier’s work on this job, priced from the costs on the quote. Check the lines, add a Message to the supplier, set Needed by.
3. Click Send to …. The email goes with PO-N.pdf attached and asks them to quote the number on their invoice. Or Download PDF and send it your own way.
4. When the work turns up, click Mark received.

There is one live PO per supplier per job; clicking Raise again reopens it. Purchase orders are numbered PO-1000 upwards and listed across every job under Purchase orders in the sidebar, filtered by Draft, Sent or Received.

A PO for work you didn’t tick on the quote

Under The work, Send to a supplier writes a PO for anything: an extra, a whole job you’ve decided to put out. Its Their price is optional; leave it blank and add it when you find out, and the job’s mark-up updates then. The customer’s price and invoice never change.