Home → EstiMate Version 1 → How Do I... → How do I generate a purchase order?
There is not a direct facility for generating a purchase order in the software. Normally this is the domain of accounting software. However, you can effectively print a document called "purchase order" by doing the following:
1.Open a new estimate and add line items as needed.
2.Save the estimate.
3.Click Print > estimate.
4.Modify the "Title for estimates" field in the upper left to read "Purchase Order" instead of "estimate", input the P.O. number and click the print icon.
5.EstiMate will print the document with the title "purchase order" and the associated number.
Note: The term "purchase order" will be retained in the "Title for estimates" field for future printouts, so you will need to change it back again to "estimate" again when you do new quotes for a customer.