This feature is mobile-app-only.

✗ This process does not flow through the approval matrix.


Your company might not allow in-store purchasing. 

If this feature is not available when you open QuoteToMe, reach out to your QTM Administrator or our Customer Success team for more information.

 

  

You are at the store picking up supplies for your jobsite. You open your trusty QuoteToMe app and tap In-Store PO. You create a draft PO and provide the PO number to the cashier.


! The supplier must be available from your In-Store Purchase List for this feature to work.


Steps in In-Store PO workflow:

Create an In-Store PO > Complete In-Store PO > Receive Order

 

 

 

How to create an In-Store PO


  1. Open the mobile app and tap In-Store PO.
     On the Dashboard, the In-Store PO button is highlighted.  
  2. Select the project and supplier from the drop-down lists.
    Can't find your project? You may not be added to the Project Team, or it may not be created yet. Contact someone with the Project Setup permission in your organization to request assistance.
     
    On the Create PO screen, the Project and Supplier fields are displayed. 
  3. Tap Create PO.
     
    On the Create PO screen, the Create PO button is displayed.
    A PO number will appear at the top. You have now created a draft PO in the QTM system.     
     
    On the Attach Receipt page, the PO number is displayed at the top. 
  4. Provide the PO number to the cashier.
     A hand holds out a mobile phone.
  5. Your PO draft is complete! Continue to next step below, or tap X on the top-right to return to your dashboard.
    You can access this order again from the Orders page on your dashboard.

 

 

Next step

Complete In-Store PO & Send to Accounting (Mobile only)

 

  

Tips and tricks for success

  • A PO is not sent to the supplier - all you need to do is provide them with the PO#. They will associate your PO# with the order you placed at their counter.
     
  • Create your draft PO in advance or while waiting in line - you only need to select your project (jobsite) and supplier!
     
  • If you need to add another store to your In-Store Purchase List, reach out to your QTM Administrator. They will be able to add new suppliers for you.
    Read our Edit In-Store Purchase List article for more information.
     
  • If you leave the price field empty, the system will send you a notification once a day to make sure all your purchases are accounted for.
     
  • This feature does not flow through the approval matrix: Since the PO number is issued before the price is known, purchasing limits are not enforced for this feature.
    This means if your In-Store PO exceeds your purchasing limit, your PO Approver will only receive a notification once the PO has been reconciled. It is for this reason that this feature may not be approved for your company, or why specific suppliers are excluded from this list.

  


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Need help?

There are three ways to reach our Customer Success team: