Importing Quoted Materials into a Purchase Order

Watch this video to see one of the tools Fergus has to speed up purchasing after you've quoted the materials you'll be using on a job.

Transcript

Hi, everyone. Dylan here from the Fergus team. in this video, I'm gonna be showing you how you can pull materials from your quote and put them into a purchase order.

The first step is to create a quote. I'll create a section for materials and to make it easy, I'm going to filter to a particular supplier. After adding in a few materials, I'll publish and accept this quote. Now that I've done this, we have a site visit that we can work in to create a purchase order.

When creating the purchase order, we go through the normal steps. Select supplier. What type of order this is. the order number will default to the site visit. But you can change this contact for delivery, date and time, and lastly, any special notes or delivery instructions. But now we have the option to import from Quote,

Selecting this will copy the materials that we listed in the quote and populate our purchase order. From here, you can adjust quantities if you have some of the materials. Already, you can remove them or if you have a certain value threshold to hit with the supplier, you can increase the quantity.

Once you're happy with it, you can print or email this document to get the order confirmed with your supplier This will then create an invoice to come in this site.

Check out our other trade hub videos on reconciliation to see how this matches up. Thanks for taking the time to watch our video.

If you have any questions, please get in touch via support@fergus.com.