Purchase and receive project materials
Draft a material-only purchase order from an accepted estimate, mark its status, and record what arrived.
Draft materials from an accepted estimate
Open a project's Purchasing tab and choose From estimate. Enter the supplier and draft the order. Only material lines from the accepted estimate are included.
Record that you placed the order
After you have placed the order with the supplier, choose Mark sent. This records the order's status in the app; it does not contact the supplier.
Receive the quantity that arrived
Choose Receive and enter the actual quantity for each line. If an order is for 10 units and 8 arrive, enter 8, then choose Save changes. After reloading the project, review the received quantity. Admins and Owners can review project costs in Money.