Second step of the Call a Supplier workflow. | Third step of the Get Quotes workflow. 


Your POs have been generated by QuoteToMe and are ready for one last look before you send it to the supplier. Take some time to review the detials of your order, then click Issue PO!

 

 

 

How to review your PO and issue to supplier

Once your PO is created by our system, you will receive a notification stating that your PO is ready for your review.


  1. From your review notification, click View Order.

    Altnernatively, click on the Active Orders tab from the dashboard, find your order, and click Create PO.
    It will display the message "Action Required: Create PO." 
     
  2. Review all the order details.
    Including delivery address, delivery date, supplier location (if multiple), and special notes for the supplier if needed.
    ! The jobsite cannot be changed during Final Adjustments. 
     
  3. Click Review Purchase Order.
    This is your last chance to catch any errors. If you find an error, click the back arrow at the top to make changes.     
     
  4. Click Issue PO.
    This will email the PO to the supplier, and sends a copy to your project team and accounting.
     
  5. PO Sent! Click Home to return to your dashboard.


  

 

Tips and tricks for success

  • If you always use the same cost codes, ask your project manager or accounting team to add those cost codes to your project. This will allow them to be selected from a drop-down list. 
     
    Read our Add or Edit Project Cost Codes article to learn more!

 

 

Next step

Receipt of Goods

 

 

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Need help?

There are three ways to reach our Customer Success team: