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
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:
- Send an email to [email protected]
- Call us toll-free at 1-833-712-5021
- Chat with us in our web and mobile apps