3 min guideUpdated August 2026App review required

Create and send a purchase order

Create, issue and email a supplier purchase order with the relevant job, materials, prices and delivery instructions attached.

Best forOwner / Admin · Accounts
Before you beginUse a representative record and confirm you have the permissions required for this area.

Step by step

  1. Open Purchasing, create a purchase order and select the Purchase order type.
  2. For a Job Purchase Order, select the related job, then select the Supplier.
  3. Add the Delivery Address, Supplier Notes and line items with the required quantities and Unit Cost.
  4. Review the totals, then choose Save Draft or Issue PO. Issuing is not a separate approval workflow.
  5. Use Email with an active supplier template and recipient, then confirm Supplier delivery shows Sent and retains its timestamp.

Good practice

Creating a purchase order requires Purchase Orders write permission. Project Management / Production users need that permission granted explicitly before following this workflow.

If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.