How To Copy A Quote To A Purchase Order on Tradify Mobile

Who can use this?

Platform: Mobile            Plan: Plus            Staff Permission: Purchases

Understand how to copy a Quote to a Purchase Order on Tradify's mobile app. Copying a Quote makes it easier to keep track of what materials you'll order for a job.

Copying a Quote to a Purchase Order on Tradify Mobile

  1. Head to your desired Quote.
  2. Select the ... button in the upper-right corner.
  3. Select Copy to Purchase Order.
  4. Select your Supplier.
  5. Choose whether to copy the Quote Description to your Purchase Order
  6. Select your materials.
  7. Select Done
  8. Fill out your Purchase Order as needed.
  9. Select either Approve or Save Draft.

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