Control purchasing from draft through delivery, tie receipts back to job costs, and use real buying outcomes to improve future estimating decisions.
Draft → Sent → Confirmed → Shipped → Partially Received → Delivered → Completed. Every transition is validated by workflow rules. You always know what's happening with every order.
Once a PO is sent, it's locked. No silent edits, no retroactive quantity changes after the fact. Want to change a sent PO? Cancel it and create a new draft so history stays clean.
Track partial deliveries across multiple receipts so your team always knows what has arrived, what is pending, and what is back-ordered.
Each PO is tied to one clear scope so cost attribution stays clean and operational ownership is obvious.
One click to draft POs from the material lines on your estimate. Quantities, unit costs, and supplier assignments flow through. You review, edit, and send.
Connect purchase lines to estimate context so received costs roll into the right financial bucket.
When supplier bills arrive, record them against the PO so project and service cost tracking stays clean.
When the received unit cost differs from the estimated unit cost, CC captures the variance. Over time your cost database gets sharper — you estimate closer to reality on every future bid.
Export any PO as a branded PDF in one click. Clean layout that looks like a real document, not a spreadsheet export.
A practical six-step flow from PO creation to cost attribution and learning.
Build purchase orders directly from active work context so ordering decisions are faster and more consistent.
Send clean purchase records and preserve ordering integrity once the PO leaves draft.
Track supplier acknowledgment so your team can separate pending outreach from committed procurement.
Record deliveries as they arrive, including partials, so field and office teams share the same receiving reality.
Keep purchasing and cost tracking connected so received materials and services show up in the right financial context.
Use purchasing variance to continuously refine estimating assumptions without adding extra admin work.
Track each order from draft to completion with clear lifecycle visibility so teams always know what has been ordered, shipped, or received.
Record receipts confidently, including partial deliveries, with safeguards that reduce quantity and reconciliation errors.
Keep estimating, purchasing, and actual-cost reporting connected so financial visibility improves as work is delivered.
Capture estimate-vs-actual buying variance and use it to make future pricing decisions more accurate over time.
Data flows through the platform. Here's where this feature fits.
Estimate → Draft PO
Generate draft POs from estimate material lines in one click. Supplier, quantity, and unit cost flow through — you review and send.
PO Receive → Project / Service Actual Cost
Receiving a PO updates actual costs on the related project or service so budget tracking reflects real buying activity.
Receipt → Budget Rollup
Received costs become part of project and service cost records, improving financial review and estimate-vs-actual analysis.
Bill → Supplier Reconciliation
Record supplier bills against each PO to tighten reconciliation and reduce month-end cleanup.
Variance → Pricing Signals
The gap between estimated and actual unit cost feeds a pricing intelligence loop that sharpens your cost database over time.
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