Purchase Orders let you create accountability between an Owner Client’s project or scope of work, and the Supplier who will deliver that work. The Purchase Order feature lets you create a standalone purchase order. Once a purchase order is created, it can be linked to multiple resource requests. 

Create a new purchase order

Go to Settings > General > Purchase Orders. Select 'Click here to add a purchase order' or click the '+' icon.

Fill out the following Add Purchase Order fields. Then, click Save. Purchase Order Name (must be unique) Purchase Order Number Select the Asset from a list of assets you have permissions for Supplier Supplier Contact Name Supplier Contact Email Supplier Contact Phone Number Start and End Dates Cost Centre

Your PO displays in a list.

Bulk Upload Purchase Orders 

From the Purchase Order screen, click Upload.

	Select the Asset the Purchase Orders are to be uploaded against and click Next.
	Select the download template (CSV).

Populate the template with your purchase order data.

Mandatory fields:

• SupplierID - You can obtain this value from the organisation's Supplier ID field. For more information, refer to the Manage Supplier and Client ID article. 
• Name - Purchase Order Name
• Number - Purchase Order Number
• Cost Centre
• Start Date (YYYY-MM-DD)
• End Date (YYYY-MM-DD)

Optional fields:

• Supplier Contact Name
• Supplier Contact Email
• Supplier Contact Phone Number (+6100000000)

Note: You can upload up to 500 records at a time. 

Click the Upload icon to upload the populated Purchase Order Template.

Note: If the Supplier ID does not exist, you’ll receive an invalid (x) status. You can either reupload the file with the corrected information or update it individually by clicking on one of the associated Purchase Order fields.

From the Edit Uploaded Purchase Order window, make any changes. Click Update.

When you are ready to import the data, select Import. 

You’ll get a pop-up notification to let you know when the import process has completed, or if there were any problems.

Add a Purchase Order to a Resource Request 

When you create a Resource Request, you can select from a list of existing Purchase Orders. The list of purchase orders will only contain:

• Those that are linked to the same asset as the resource request.
• Purchase orders with an end date in the future

For more information, visit the Add Purchase Order information to a Resource Request article.

See also:

• Assign Purchase Order Permissions
• Edit and Delete a Purchase Order

Updated 03 December 2025 08:52