How to create a purchase order from approved estimates

Go to the Projects module and click the Transactions tab. 

Click the action icon … on the far right of the screen and select create purchase order.  

A modal window will appear, allowing you to create a purchase order for all estimates. You can also deselect specific estimates to include them later in time, for example, for accounting purposes or when new budgets are approved.

Note: You can create a single purchase order for multiple estimates—or for all of them, if they are in the same currency.

Click Create to open a modal window consisting of the Basic Info, Billing & Shipping Info and Item List.

Fill out the fields and click Save as Draft. The new purchase order can be now viewed on the Purchase Orders list.

Learn more about purchase orders.