To create a purchase order, enter how much of each material you want to order in the Purchase column on a vendor's card, then press Create PO. You can also press the All? toggle on a line to order everything still remaining. Typing a quantity is what stages a line for the PO, so there is no separate step to select items.
Riffle opens the Create New PO window and walks you through a few quick steps.
Step 1: PO number
Riffle suggests the next PO Number for you. Keep it, or type your own. Riffle will let you know if that number is already in use.
Step 2: Contact
Pick the contact at that company for this PO, or press to add a new contact if the right person isn't listed yet.
Step 3: Shipping address
Choose where the order should ship:
Jobsite: Ships to the project's own site address. If the project doesn't have a street address yet, press Add a job site address to add one first.
An office: Ships to one of your company's offices, listed by city and state.
Other: Press Other to type a one-off shipping address just for this PO.
Step 4: Review and create
On the Review & Confirm PO Items step, check the items, quantities, and grand total, then press Confirm & Create PO.
Riffle creates a PO PDF for you. On the success screen you can press Download PDF to save it, ready to send to your vendor.
After the PO is created
Once every item on a card has been fully ordered, the button changes to Fully ordered so you know that vendor is done.
Each card also keeps a list of Previous POs you've already created for that vendor, so you have a record of everything sent.