You can create a purchase order from an estimate to create and print purchase orders for materials listed on an estimate.
- Optional: If you haven't already done so, set up your purchasing defaults.
- Optional: If you haven't already done so, enter your vendor pricing agreements.
- On the Create PO from Estimate screen, enter the details of the purchase order.
- Optional: Modify the purchase order.
- Optional: Print and manage the purchase order and the PDF file as needed.