Creating a New Purchase Order

Once products have been assigned to your estimate items in CostMiner, you’re ready to create a purchase order. All purchase orders are created directly within the Job Estimate screen, so you can manage ordering alongside estimating without switching views.

Two Ways to Create a Purchase Order

You can create a purchase order using either the drag-and-drop method or manual creation.

Method 1: Drag-and-Drop

This method is ideal for quickly generating a purchase order based on existing estimate items.

1. Click on the Purchase Orders tab.
2. Locate the estimate item(s) you want to order.
3. Drag the item(s) across into the right-hand Purchase Orders panel.

This will generate a new draft purchase order containing the selected items.

Items without a product assigned can still be dragged into a purchase order as ad hoc entries, but they won’t be tracked by product or supplier.

Method 2: Manual Creation

This method is helpful if you want to build a purchase order from scratch.

1. Open the Purchase Orders tab in the Job Estimate.
2. Click New Purchase Order in the right-hand panel.
   
   
   
3. A blank purchase order form will open.
4. You can now add products manually and enter quantities, prices, and supplier information as needed.
   
   
   

Use drag-and-drop for speed when working with product-linked items, and manual creation for flexible ordering when dealing with non-standard or one-off items.