Create a Purchase Order from an Estimate

You can create a purchase order from an estimate to create and print purchase orders for materials listed on an estimate.

  1. Optional: If you haven't already done so, set up your purchasing defaults.
  2. Optional: If you haven't already done so, enter your vendor pricing agreements.
  3. On the Create PO from Estimate screen, enter the details of the purchase order.
  4. Optional: Modify the purchase order.
  5. Optional: Print and manage the purchase order and the PDF file as needed.
After you create a purchase order from an estimate, you may want to: