📋 Requirements
Before you begin, make sure:
You have access to Buildern
You have access to the project where the PO or SC will be created
A vendor or subcontractor has been added to the project
Create a Purchase Order or Subcontract
There are two ways to create a Purchase Order or Subcontract in Buildern.
Method 1: From the Project
Log in to your Buildern account.
Open the project where you want to create the PO or Subcontract.
Navigate to POs and Subcontracts.
Click Create.
Method 2: From All Items
Navigate to POs and Subcontracts under All Items.
Click Create in the upper-right corner.
Select the project where the PO or SC should be created.
Click Continue.
If you use the second method, you'll first need to select the project for which you want to create the Purchase Order or Subcontract.
Configure the PO or Subcontract Details
After clicking Create, select whether you want to create a Purchase Order or a Subcontract.
After selecting the Purchase Order or Subcontract type, enter the required information:
Name - Enter a name that clearly identifies the Purchase Order or Subcontract.
Purchase Order ID / Subcontract ID - Enter a custom ID or allow Buildern to generate one automatically.
Sub/Vendor - Select the subcontractor or vendor who will receive the document.
Approval Deadline - Specify the date by which the recipient must approve or reject the PO or SC.
Delivery Deadline - Specify the date by which the requested materials, labor, or services must be delivered.
Description - Add notes, instructions, or additional information that will be visible to the recipient.
Cost Lines - The Cost Lines section defines the materials, labor, services, or other costs included in the PO or SC.
You can:
Click Add New Line to add cost lines manually.
Click More Types to create groups or import items from the Cost Catalog or Estimate.
For each cost line, enter the required details, such as Name, Cost Code, Quantity, Unit Cost, and Tax.
Buildern automatically calculates the line amount and updates the summary section.
Tax Settings - Use the Amounts Are dropdown above the cost lines to determine how taxes are handled:
Inclusive - Unit costs include tax.
Exclusive - Tax is calculated separately and added to the entered unit costs.
No Tax - Tax calculations are disabled.
The available tax options depend on the taxes configured in your Buildern account.
Add Internal Notes - Use the Internal Note section to record information that is only visible to your internal team.
ℹ️ Note - Internal notes are not included in the document sent to the subcontractor or vendor.
Attachments - Use the Attachments section to upload supporting documents such as plans, contracts and other project-related files.
Terms and Conditions - Use the Terms and Conditions section to define the contractual terms associated with the Purchase Order or Subcontract.
Comments - The Comments section becomes available after the PO or SC has been created.
Comments allow builders, vendors, and subcontractors to communicate directly within the Purchase Order or Subcontract record.
ℹ️ Note - The Comments section becomes available after the PO or SC has been created.
Preview, Save, or Send
Once all information has been entered, you can click Preview to review how the document will appear to the recipient.
👉 Learn more about How to Edit a Purchase Order or Subcontract Preview in Buildern
You can Save the Purchase Order or Subcontract as a draft and return to it later, or send it immediately to issue the document to the selected vendor or subcontractor.
ℹ️ Note - Draft Purchase Orders and Subcontracts can be edited at any time before they are sent.
Your project management journey just got a little easier.
Happy building!