Do you already have a quote in-hand? This feature allows you to create a PO from a quote yourself!

  • Is your quote for an existing RFQ? Forward it to your QTM purchasing address.
  • For your day-to-day orders, try Get Quotes, or our popular Call a Supplier feature!

How to use Create PO

Take some time to review your quote to ensure you understand the pricing and any substitutions offered by suppliers.


Step 1. Tap the "+ Create" button: 

Step 2. Select Create PO:
          

Optional: Attach quote document (or quote photo) to autofill PO items.

  • This will begin a quote scan - it may take a few minutes. Use this time to fill out your order details. 
  • The purchase/rental items will appear near the bottom of the PO form. 
  • You can add additional documents at the bottom of the form.


     

Step 3. Fill out the PO form, then tap Continue.


 

Considerations:

  • 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 at the top-right of the form if you need to come back later.

  • Resume your order by navigating to Home > My Orders
  • You will need to click through your form to return to your place.


   

Step 5. Enter cost codes and tax (if enabled by your company) for the first line item:


  

  • The remaining cost codes and tax for other items will be auto-filled based on your selection - you can change them individually if necessary.
  • Tap the Edit button next to the listed item if you would like to change the price, quantity, or description.



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

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

     

Optional: Add comments and/or attach support documents to your PO, then tap Continue to Review.

 

Step 7. Review your PO form.

  • You can edit items by tapping on the pencil icon at the top of each section.


   

Step 8. Click Create PO.

 

Is this order received?

  • If you are creating a PO for items already on-site, or work already completed, then tap Yes, Received.
  • If you are placing an order for items or services not yet delivered, then tap Not Yet.

 

Step 9. PO Created!

  • The PO has been sent as a PDF to: the supplier (if email entered), the project team, and your accounting team.

    

Use More > Orders > My Orders (tab) to find your order.

  • If the order has not been received yet, you can also find it in your to-do list (home page).



Next steps

Receive Order (Mobile app)

  

Tips and tricks for success

  • The PO will be sent to the supplier exactly as you enter it. Ensure you review your PO, as this is your last chance to catch any errors before sending.
  • Add schematics or pictures in the Attachments & Comment section for complicated orders.

 

Need help?


There are three ways to reach our Customer Support team: