1. Tradify Help Centre
  2. Purchases & Bills
  3. Purchase Orders
  4. Create & Process Purchase Orders

Add Price List Items to a Purchase Order from a Quote

Updated

Instructions

  1. Navigate to the Quotes page.
  2. Search and select the accepted quote you want to create a PO for.
  3. Select Copy to Purchase Order near the bottom right corner of the screen.
  4. On the pop-up select your Supplier and the line items that you would like to transfer into your Purchase Order and click Ok.
  5. Edit your Purchase Order as desired and Save or Approve.

 

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