📋 Requirements
Before you begin, make sure:
You have access to Buildern.
You have access to the project containing the PO or SC.
At least one Purchase Order or Subcontract has been created.
👉Learn more about How to Create a Purchase Order or Subcontract in Buildern
Open the Purchase Order or Subcontract
Method 1: From a Project
Open your project.
Navigate to POs and Subcontracts.
Locate the Purchase Order or Subcontract you want to edit.
Click the PO/SC ID or select Edit from the ⋯ (three-dot menu).
Method 2: From All Items
Navigate to POs and Subcontracts under All Items.
Locate the Purchase Order or Subcontract.
Click the PO/SC ID or select Edit from the ⋯ (three-dot menu).
Edit PO or SC Details
Once the edit screen opens, you can update the following information:
Name – Update the name of the Purchase Order or Subcontract.
PO or SC ID – Modify the document ID.
Subcontractor or Vendor – Change the assigned subcontractor or vendor.
Approval Deadline – Update the approval deadline.
Delivery Deadline – Update the delivery deadline.
Description – Modify the document description.
Tax Settings – Modify how taxes are applied to the PO or SC.
Internal Notes – Update notes visible only to your internal team.
Attachments – Add, remove, or manage attached files.
Terms and Conditions – Change the Terms and Conditions assigned to the document.
Comments – Reply to comments or manage your existing comments.
Manage Cost Lines
The Cost Lines section allows you to update the materials, labor, services, and other costs included in the PO or SC.
You can edit, add, duplicate, or delete cost lines as needed.
You can also customize the displayed columns by clicking the Manage Columns icon in the upper-right corner of the table. This allows you to show, hide, and reorder columns based on the information you need to review or edit.
Additional actions are available from the ⋯ (three-dot menu) next to each cost line. From there, you can duplicate an existing cost line or delete it if it is no longer needed.
To add items to the Purchase Order or Subcontract, use the options at the bottom of the cost lines table.
Add New Line – Add a new cost line manually.
More Types – Add cost lines from other sources:
Group – Create a group and add cost lines within it.
Cost Catalog – Import cost lines from the Cost Catalog.
Estimate – Import cost lines from the project estimate.
Any changes made to cost lines are automatically reflected in the Summary section and document totals.
Once you have finished updating the Purchase Order or Subcontract, you can:
Click Preview to review how the document will appear to the recipient before sending. You can also customize the document layout, displayed information, and other preview settings.
👉 Learn more about How to Edit a Purchase Order or Subcontract Preview in Buildern
Click Save to save your changes and continue editing later.
Click Send to issue the updated Purchase Order or Subcontract.
With everything set up, you're ready for a more streamlined workflow.
Happy building!