Create a Purchase Order from a Successful Tender

You can create a purchase order from the Compare and Award tab.

Note: You cannot complete this step if the tender is only linked to a quote. The tender must be linked to a job (or the quote must have been converted).

To create a purchase order from the Tender Compare and Award tab, complete the following steps:

1. Click Menu > Purchasing > Tenders.
2. Use the filters to search for the tender.
3. Double-click on the tender to display the tender details.
4. On the Compare and Award tab, click on the supplier values that you want to award.
5. Click .
6. Click . A message is displayed to tell you that the purchase order has been created. The message includes the purchase order ID (or IDs if you created multiple purchase orders). You can click the ID to view the purchase order or click OK to close the message dialog box.

You can view the purchase order by clicking Menu > Purchasing > Purchase Order.