Help Centre

You can join a project in the system using any of the following methods:  From the Projects Page Navigate to the Projects page and browse or search for...

No longer need an order? Sent a PO on the wrong project, to the wrong vendor, or for any other reason you may need to cancel an order - here's how! ...

Edit Your Project Name Note: You can only edit a project name in QuoteToMe. To edit: Click directly on the project name. An editable field ...

Applying a Deductive Charge to a Purchase Order To apply a deductive charge to a purchase order: Locate the line item you want to adjust, or add a ne...

How to Download a Copy of Your Purchase Order Scroll to the Attachments section on your order page. Look next to the Purchase Order category. Click t...

Need to update a purchase order that’s already been issued? Create a Change Order to make adjustments without starting from scratch. You can use a change ...

Can I Add a Cost Code to My Project? Yes, but it depends on your role permissions and whether or not the project is integrated. For Field Users: If ...

Changing Suppliers: What You Need to Know Has the purchase order already been issued? If yes: You cannot change the supplier once the PO is issued. ...

How to Fix a PO Assigned to the Wrong Project If you issued a PO under the wrong project, the project cannot be changed once the PO has been sent. T...

How to Extend the Due Date on an RFQ You can extend the RFQ due date at any time. To do this: Click the three-dot menu (⋯) on the RFQ. Select Up...