How do I create a PO from the vendor's material list?

There are two ways to build a PO based on the vendor's material list and pricing...


You can either build the PO directly from the list stored in the vendor's profile:

  • Start the PO
  • Choose the vendor in the Select Vendor Dropdown
  • Mark the Selected Vendor bubble
  • Click the Add Items button
  • Add material and issue PO per usual


You can also build the PO from the company material list and then switch to the vendor's pricing:

  • Leave the Project/Company List bubble marked
  • Add Items to the PO
  • Select a vendor from the dropdown
  • Use the ($) icon and confirm to use the vendor's pricing