Purchase Orders
Create and manage vendor purchase orders for project materials and services.
What is a Purchase Order?
A purchase order (PO) is an official order sent to vendors for:
- Materials and supplies
- Subcontractor services
- Equipment rentals
- Other project costs
Quotes to Purchase Orders
Purchase orders are often created from approved Vendor Quotes. The quote process helps you get competitive pricing before committing to a purchase.
PO Types
Readybuild supports two types of purchase orders:
Regular PO
Standard purchase orders that go through the full workflow from Draft to Sent to Receiving. These are used for planned purchases that require vendor confirmation.
Field PO
Quick purchase orders for on-site purchases and emergencies. Field POs:
- Require a Requested For user and Cost Code
- Skip the Sent status and go directly to receiving
- Are ideal for job-site purchases where you already have a receipt
- Can be marked as received immediately if no line items are needed
PO Workflow
| Status | Description |
|---|---|
| Draft | PO being prepared, not yet sent to vendor |
| Sent | Delivered to vendor via email |
| Receiving | Vendor confirmed, items being received |
| Received | All items fully received |
| Declined | Vendor declined the order |
| Canceled | PO was canceled before completion |
Field PO Workflow
Field POs skip the Sent status. When created, they automatically move to Sent status and can be immediately confirmed for receiving.
Access Purchase Orders
Purchase orders can be accessed from:
- Project Level: Open a project → Purchase Orders tab
- Global List: Main navigation → Purchase Orders (shows all POs across projects)
Quick Start
- Create a Purchase Order - Learn how to create new POs
- Managing Line Items - Add and edit items on your PO
- Sending Purchase Orders - Email POs to vendors
- Receiving Items - Record when materials arrive
- Job Costing - Understand how POs affect project financials