Sending a Purchase Order from within a Project
There are many ways to send purchase orders to your suppliers through Specifi. To send a purchase order from a project once it has been agreed with your client:
Click into the project that has been marked as agreed to open the system design page
Scroll to the bottom and click on ‘purchase orders’, this will open a page where everything in the project is broken down by supplier
At the top of the page you will be asked to add a reference, this can be something that you want all of your suppliers to refer to this job as
The shipping address will be defaulted to the company address which would have been added when setting up your Specifi account
If you want the products to be delivered straight to site, select the button ‘direct to customer’ this automatically pulls in the address that was added when creating the customer
Or if the address is somewhere else, select ‘new address’ and enter it
To send products for different stages, e.g. first fix, second fix… Select from the drop down menu titles ‘installation stages’
You will then be left with only the products for whichever stage you have selected
Select ‘bulk send purchase orders’, a window appears to confirm the best supplier contact to send this to or to enter a new email address
Click send, this will then be sent straight to all of the suppliers you are using.
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