When creating or editing a purchase order in CostMiner, you’ll be taken to the Purchase Order Editor. This screen allows you to enter or adjust key details about the order and review or modify the products included.
You are presented with this screen either when creating a new purchase order or when selecting an existing one from the right-hand Purchase Orders panel.
To access purchase orders, open the Purchase Orders tab within the Job Estimate. All order creation and editing happens inside the job, so you can manage purchases without leaving the estimate view.
Header Fields in the Purchase Order Editor
At the top of the editor, you can update the general details of the order:
- Number – Auto-generated by CostMiner but can be manually edited.
- Date – The date the purchase order was created.
- Delivery Date – The expected delivery date for the items.
- Status – Set to Draft, Sent, or Delivered, depending on the stage of the order.
- Supplier – Automatically selected based on linked products. You can adjust it if required.
- Delivery Address – Select from existing addresses or manually enter a new one.
- Description & Remarks – Use these fields to include a name for the order and any special instructions for the supplier.
Managing Line Items
Products are automatically pulled in from the estimate when you create a purchase order using the drag-and-drop method. In this section of the editor, you can:
- Adjust Quantities – Update how many units are being ordered.
- Change Rates – Modify pricing if needed.
- Add or Remove Products – Click to insert additional products or remove any unnecessary ones.
Totals for each line and the overall order are automatically calculated as you make changes.
Whether you are creating a new purchase order or editing an existing one, the Purchase Order Editor provides full control over order details before it is finalised and sent. Once sent or marked as delivered, further changes should be documented with variation orders if required.