Overview

Do you already have a quote in-hand? 


This feature allows you to create a PO from a quote yourself, using QuoteToMe's automated scanning to digitize it!

 

How to use Create PO


Step 1. Click Create button → Create PO in the top-left of the web app.



Step 2. Attach quote document to populate PO items.

  • This will begin a quote scan - it may take a few minutes. Use this time to fill out your order details.
  • The order items will appear near the bottom of the PO form.



Step 3. Fill out the order info.

  • Create an Order Name that is intuitive, so the project team and accounting know what it's for.
  • Ensure there is enough lead time for your selected delivery date. 
  • Use the comments (bottom of form) to give additional information to the supplier if needed.



Step 4. Fill out the delivery details.

  • Ensure there is enough lead time for your selected delivery date.
  • If you don’t know the date, tap the delivery date field and select “I don’t know the delivery date yet”
     

Optional: Use Save & Exit on the bottom-left of the PO form if you need to come back later.

  • Resume your order by navigating to Home > My Orders.
  • Drafts can be saved once the Order Info & Supplier sections are filled out.


Step 5. Enter cost codes

  • Entering a single cost code then clicking elsewhere will populate the whole list.
  • You can go back and change individual cost codes if necessary

 

Step 6. Recommended: Review your Order for accuracy, then tap Continue. 

  • If needed, use + Add Item, or edit your line item prices to correct discrepancies.

 

Step 7. Optional: Add comments and/or attach supporting documents to your PO.



Step 8. Optional: Click Preview PO to view the PO as it will appear to the supplier.

  • Click Close to continue editing the form, or simply issue the PO from here.


Step 9. Click Issue Purchase Order.

  • The PO form has been converted to PDF and sent to: the supplier (if selected), the project team, and your accounting team.
  • Use My Orders or search to find your order again.
    If it hasn't received or completed yet, you can also find it in your to-do list (home page).



Need help?

There are three ways to reach our Customer Success team: