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


Tap the "+ Create" button | Select Create PO


          

Step 1 (Optional): Attach a quote document or photo to auto-fill PO items

  • Uploading a quote will trigger a scan; this may take a few minutes.

  • While the scan runs, begin entering your order details.

  • Purchase or rental items from the quote will appear near the bottom of the PO form.

  • Additional documents can be uploaded at the bottom of the form.


     

Step 2. Fill Order Details

 

Step 3. Select supplier for your purchase order


Step 4. Fill out the Delivery Details.

  • Ensure there is enough lead time for your selected delivery date.
  • If you’ve already received the items and just need the PO sent, you can mark them as received in full and complete the order during this step. 


Step 5: Order Items

  • Review the items in your order.

  • Assign cost codes to each line item. The initial cost code selected will be automatically applied to the remaining items, though individual adjustments can be made as needed.

  • Make changes as needed — you can edit line items, add items, remove.




 

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.


   



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

 

   

Step 8. Click Create PO.

 

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.

    

 

Need help?


There are three ways to reach our Customer Support team: