Copy a Quote to a Purchase Order

Once a quote has been accepted in Tradify, you can seamlessly convert it into a Purchase Order with just a few clicks.

 

To create a Purchase Order from an accepted quote:

  1. Navigate to the bottom right-hand corner of the quote and select Copy Quote to Purchase Order.
  2. Enter the relevant supplier name. or select the items you wish to be copied over.



  3. Choose the items to be included in the Purchase Order. You can select the items using the checkboxes on the left-hand side of each item.
  4. When you're ready, select OK and your purchase order will be created. 
  5. Edit your purchase order as needed and either save or approve the document when you're ready.

 

 

Note:  If your quote contains products from multiple suppliers, we recommend creating a separate Purchase Order for each supplier. To do this, follow the above process again.

 

 

 

 

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