Raise a purchase order by hand

A New PO form with line items, phases, tax and freight, computing the total live.

What it is

A modal that works from either direction — from a supplier with the supplier locked and a project picker, or from a project with the project locked and a supplier picker. Header fields cover PO number (auto-generated if blank), status, payment terms, date placed and expected delivery. Line items take SKU, description, phase, unit, quantity and unit price, with the line and grand totals computed as you type. Notes are split into supplier-visible and internal.

Also called: new PO · create purchase order · manual order · PO builder

See it
Raise a purchase order by hand
Area
Operations
Group
Purchasing
System
Supplier Order Lifecycle
Solves
2 named problems
01Subtotal is summed from the lines; total adds tax and shipping
02A blank PO number is auto-allocated by nextPoNumber
03Units come from a common list — ea, lf, sf, sqft, ton, lb, yd, cuyd, box, roll, sheet, pallet
The New Purchase Order modal: context badges, header grid, the line-item table and the dark totals block. OrderModals.tsx `NewOrderModal`. Sample data — no customer information appears here.
How it works
  1. 1Subtotal is summed from the lines; total adds tax and shipping
  2. 2A blank PO number is auto-allocated by nextPoNumber
  3. 3Units come from a common list — ea, lf, sf, sqft, ton, lb, yd, cuyd, box, roll, sheet, pallet
  4. 4Phase options come from the project's own gantt tasks when opened from a project
  5. 5Lines without a description are dropped on save
Why we built it

Not every order comes off an estimate — a same-day trip to the yard, a subcontractor's materials, a one-off. The manual path keeps those inside the same record so receiving, claims, payments and job costing work on them identically.

The problem
  • Orders raised outside the estimate flow have nowhere to live
  • PO numbering done by hand collides
Sound familiar?
What you get
Every order in one register regardless of origin
Totals that cannot be mis-added

See it on your own jobs

Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.

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