Procurement: purchase orders and vendors

The Procurement section is where purchase orders and the firm vendor book live. It's the answer to "is the Smith dining table on order yet?" — and "when did we last use Restoration Hardware?" — without digging through email or your accountant's spreadsheet.

Procurement is part of the Pro and Enterprise plans. On Basic, you'll see an upgrade prompt where the orders table would be; on Pro and up you get the full vendor book and PO tracker.

What's in here

Procurement (under Operations in the left nav) has two tabs:

• Orders — every purchase order your firm has issued, across all projects: vendor, amount, lead days, expected date, status.
• Vendors — your firm's vendor book. This tab opens the main Vendors page, so the vendor book stays in one place; Procurement is just another way in.

The PO lifecycle

Every PO is in one of four statuses:

• Ordered — you've sent the PO but haven't heard back. The starting state.
• Production — the vendor confirmed and the item is being made or pulled.
• Confirmed — the vendor has confirmed a ship date or pickup window.
• Received — items are in your possession (or at the warehouse).

The status sets the badge color in the orders table and feeds the Procurement report, which surfaces POs running long.

Creating a PO

1. Open Procurement → Orders.
2. Click New PO at the top.
3. Fill in the form:

• Number — your firm's scheme. "PO-1042," "2026-014."
• Vendor — pick from the dropdown, or type to add a new one.
• Project (optional) — links the PO to a project so it ties into that project's cost reporting and can be filtered by project in the orders list.
• Amount — the total you're committing. (Per-item detail lives on the project's Project Library; the PO itself is a header record.)
• Lead (d) — how many days the vendor quoted. Feeds the lead-time view in the Procurement report.
• Ordered — when you sent the PO. Defaults to today.
• Expected — the date you expect delivery. Set it from the quoted lead time.
• Status — defaults to Ordered. Update as the PO moves.

Click Save. The PO appears in the orders table.

Updating status

Fastest from the orders table itself — each row has an inline status picker, so the common case ("just got the email confirming production") doesn't need the detail page. For bigger changes — a vendor typo, an amount adjustment, re-attaching to a different project — open the PO from its row.

The vendor book

Open Procurement → Vendors (or Vendors in the left nav — same page). It's a firm-wide directory of everyone you order from. Each entry has the vendor's name and type, contact info, typical lead time, free-form notes (terms, minimums, account number), and the history of POs you've issued to them.

Adding a vendor is one-time: click New vendor, fill in the form, save. From then on they're in the PO dropdown across every project.

The Procurement report

The Reports hub has a Procurement report that pulls two things together:

• Lead times — POs by days-since-ordered against the lead time quoted, so vendors who run long stand out and you can set realistic install dates.
• Top vendors by spend — your outlay per vendor, handy for renegotiating trade discounts and the year-end accounting hand-off.

Related

• Creating an invoice
• Billing from specs
• Plans & billing