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Purchase Orders

Purchase Orders (POs) in Pipeline let you order materials and services from suppliers, linked to specific jobs.

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PO Header

Screenshot: The Purchase Order modal showing the PO header (Reference, Supplier, Delivery Option), the line items grid with SKU, Description, Quantity, Rate, and Nett columns, and the Send PO button.
Each PO contains:
  • PO Reference - Unique purchase order number
  • Supplier Name - The supplier you are ordering from
  • Supplier Email - For sending the PO electronically
  • Delivery Option - Choose between:
    • Deliver - Delivery to the project service address
    • Collection - Pick up from the supplier
  • Delivery Address - Automatically filled based on the delivery option

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PO Line Items

POs support two types of lines: Stock/SKU Lines (for inventory items):
  • Our Ref (SKU code)
  • Supplier Ref
  • Description
  • Quantity (editable inline)
  • GL Account
  • Supplied Rate
  • Nett total (auto-calculated)
  • Manifest link status
Generic Lines (for non-stock items):
  • Supplier Ref
  • Description
  • Quantity (editable inline)
  • GL Account
  • Supplied Rate
  • Nett total
Edit quantities by clicking directly in the quantity cell (inline editing). Line totals recalculate automatically.

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Sending a PO

  1. Ensure at least one line item exists (the Send button is disabled without lines)
  2. Click Send PO
  3. The email modal opens with a template including the supplier name, PO reference, and a link for the supplier to view the PO
  4. Click Send to deliver the PO to the supplier

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Deleting Lines

Click the trash icon on any line to remove it from the PO.