3 min readUpdated July 2026

Create and send a purchase order

Authorise supplier spend with the job and delivery context attached.

Before you beginUse a representative record and confirm you have the permissions required for this area.

Step by step

  1. Open Purchasing and create a purchase order.
  2. Select the supplier and related job.
  3. Add materials, quantities, prices and delivery instructions.
  4. Review authorisation and job coding.
  5. Send the order and retain the sent state.

Good practice

Put the SignBas3 job number on supplier communication and delivery instructions.

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.