Purchase Orders
Explore every Purchase Orders feature, learn each workflow step by step and find its video explanations.
All features
First understand what each capability solves. Then open its tutorial and visual explanation.
Purchase directly from the approved budget
Create an order using real project line items and balances. The origin of every commitment stays visible and the team avoids out-of-context purchasing.
View feature and tutorialClear approvals without chasing email
Configure review steps by value or responsibility. Everyone knows when to act and the order preserves who approved, rejected or requested changes.
View feature and tutorialKeep the supplier inside the operation
Attach company, contact, terms and documents to every order. Commercial history remains available to purchasing, field and finance.
View feature and tutorialKnow committed cost instantly
As an order advances, the budget reflects the commitment. Compare approved, ordered and available amounts before making the next purchasing decision.
View feature and tutorialGenerate formal documents without duplicating data
Turn the approved order into a consistent, shareable document. Operations and the PDF use the same record to prevent discrepancies.
View feature and tutorialClose the loop with receipts, expenses and payments
Connect what was purchased with what was received, invoiced and paid. Find open balances or discrepancies without rebuilding history across systems.
View feature and tutorialModule tutorials
Concrete actions that take you from understanding the feature to using it on a job.
Explainer videos
Every video is tied to a feature and its tutorial instead of becoming isolated content.