Help Centre

Overview The first thing you'll see when you log in is your To-Do List — a list of actionable items that need your attention. The To-Do List serves as...

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! ...

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 ...

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...

Overview Use this guide to understand what each status represents in the procurement workflow, so you can efficiently sort and track orders based on th...

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 ...

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...

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. ...