Purchasing QuickStart

The Admin will need to set up some information at the company level in order for the field and office to start using Field Material Requests and PO Processing.

First you may want to review some general information:

• Set up the company details
• Manage your personal account settings

You'll need to have your project set up before the field can start sending material requests, and in order to create projects you will need to first have the GC and users set up:

• Set up users
• Set up customers
• Basic project set up

You will also need to set up your material list and vendors, be sure to include the PO Price and use the Custom PO Fields if needed:

• Set up company material list
• Set up vendors
• Set up vendor material and pricing list
• Set up Custom Lists for POs
• Add purchasing contacts in Workflows
• Set up project-specific material lists and purchasing contacts if needed

With your projects and material lists in place, your foreman can begin sending material requests and the PM can build out the POs in our Purchasing module.