Create a Purchase Order Report

OBJECTIVE

To create a Purchase Order in ConstructionOnline

BACKGROUND

ConstructionOnline provides the most powerful cloud-based estimating in the industry, giving users the ability to manage their project financials from proposal generation through final invoicing.

STEPS TO CREATE A PURCHASE ORDER

1. Navigate to the desired Project via the Left Sidebar
2. Select the Financials tab
3. Choose the Financial Reports category
4. Hover over the Purchase Order & click Create
   
   
   1. This will open the Purchase Order window
5. Select the level of detail to include on the Report
6. Click Create
   1. The Report will open in a new tab
7. You can Share, Save, Download, Edit, or Print the Report from this tab
   

ALTERNATIVE ACCESS POINT

• Purchase Orders can also be created from the Estimating Toolbar within OnCost™ Estimating by using the following steps:
  • Navigate to the desired Project via the Left Sidebar.
  • Click the Financials tab which will automatically open the Estimating category. 
  • Within the desired Estimate, open the Estimating Toolbar by clicking the brick icon at the top right of the Estimate
  • Choose the Quickbooks tab and click the "Create PO" option.
    
    

HAVE MORE QUESTIONS?

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