My Example CRM

Submit a New Purchase Order

Use templates to save time when repurchasing items for similar projects

Create a Quote Template

Contact your Local Branch for any non technical questions about your PO

I submitted my Purchase Order but need help

Who receives my Purchase Order?

Purchase Order Statuses

Highlight or flag a PO to help you stay organized

Flag a Purchase Order

View all your Purchase Orders

Manually enter in the quantity for line items or pull in measurements for the system to calculate the quantity of material you need

Measured vs Custom Quantity

What is the Purchase Order Source

Can my items be delivered or picked up today?

If the price on your Purchase Order does not reflect your typical Branch pricing, here's what to do

Pricing Issues

Contact your Local Branch for questions about your Purchase Order

My Purchase Order status has not been updated

I can't find an item to add to my Quote

Add items by quickly using the Search Bar

How do I use the search function in the PO Builder to add an item?

How to see your pricing when building a Purchase Order

How do I see the price of the item in the PO Builder?

You can only change delivery options on your PO BEFORE you submit it

Change delivery method

How do I view my pricing?

If you cant find a particular item or other comments when creating a PO use the "instructions to branch" text box!

Where do I leave notes for the branch in my Purchase Order?

Speed up your quoting process with pre-built templates!

What is a "Quote Template"

Duplicate a template in order to save time when creating similar templates with small differences.

Can I duplicate a Quote Template?

Create a quote for your project to receive instant material pricing

Start a New Quote

Start a material quote in an existing project and convert it to a submitted purchase order

How do I order materials?

I have a measurement report from a 3rd party. How do I enter my quantities for my PO?

Will I be able to view orders that I placed through a branch?

Jana

Sofia Calicchio

Create, send and track your Purchase Orders online!

Purchase Orders

Find answers and get help from Intercom Support and Community Experts

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