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Creating a Purchase Order Report

This report looks to each estimate item's Internal Description field to find a Vendor Name, then produces a report.  Each unique Internal Note (Vendor Name) gets its own page with a list of all the items from that estimate.  

To use the purchase order report, use the Edit Notes tab on estimate work areas to complete the Internal Description field(s).

Then, use the Print tab to print out a Purchase Order report that organizes and prints your material using the Internal Description field as the vendor name.  

Helpful Hint:  If you want to make changes/edits to this report before sending to the Vendor, export this report as a Word Doc (.doc) instead of a .PDF.

 

 

 
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