The following steps outline how to create a purchase order for those on a Foundation Plan.
Navigate to Estimates and select the estimate that you want to create a purchase order for. Click on Create job.
2. Buildxact will ask you to ensure that your estimate has been accepted to prevent changes to estimate costings and takeoffs. Click Accept estimate.
3. Once your estimate has been accepted you will be automatically taken to the Actuals Costings tab.
4. From Actuals Costings, select the category that contains the items you want to create a purchase order for.
5. Select the items.
6. Click on Order 2 items.
7. Fill out the details on the purchase order form and click Save & Close or Save & Send, if you're ready to send the order to your supplier/dealer.
8. Saved purchase orders can be viewed under the Purchase Orders tab within the estimate.
9. Details of the purchase order will be displayed, including whether or not the order has been sent.
