The Purchase Orders tab (POs) is where you turn the materials on a job into actual orders to your vendors. Riffle groups everything by vendor, tracks how much of each item you've ordered, and builds the POs for you so you can see at a glance what's been ordered and what still needs to go out.
The Basics
When a job enters the Project WIP phase, Riffle automatically pulls the materials from the latest version of your estimate and groups them by vendor so you're not starting from a blank page. Totals update as you go and everything saves automatically.
You can manually add a vendor PO at any time by pressing Add another Vendor PO and recording all the necessary information about the materials.
Tip: Move quickly with the keyboard. Tab jumps to the next field and Enter applies a change.
Related: How Do I Create a PO?
Vendor Cards
Each vendor has its own card listing the materials you'll buy from them. On a card you can:
Rename the vendor using the pencil icon.
Add line items for anything the estimate didn't include.
See, per item, the quantity needed versus the quantity ordered so far.
Delete the card if you don't need it. The materials aren't deleted, they just become unassigned so you can move them elsewhere.
Remove a line item
Add notes about the item
Drag and drop to reorder the items in the card
Order Status at a Glance
Riffle shows where each material stands using a simple color key:
means you've ordered everything you need for this item.
means some has been ordered, but not the full quantity yet.
means nothing has been ordered for this item so far.
Items that are already fully ordered are skipped when you select items for a new PO, so you can't accidentally order them twice.
The materials you order on the POs tab flow straight into the Receiving tab, where you'll track what actually shows up on site. Order it once in POs, and it's waiting for you to receive it.
Related: Receiving Materials
Materials Without a Vendor
If a material isn't tied to a vendor yet, it shows up as an unassigned (orphaned) item. To put it on the right card, just drag it onto that vendor — it'll join their list and be ready to order.
Tips
Let the color key guide your day. Anything blue or orange still needs attention.
Check for orphaned items before creating POs and move them to the appropriate vendor card so each order is complete.
Review Previous POs and quantities on existing line items to check what you've already sent a vendor before creating another PO.