Order everything that is due from the office - Material Timeline and Procurement Scheduling - Conduit Help
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Material Timeline and Procurement Scheduling

Order everything that is due from the office

Lesson 7 of 9 · Purchase Orders & Vendors

The Materials tab, between Purchase Orders and Bills in the Vendors page’s tab bar, is the purchaser’s order board across every active job: each requirement whose order-by date falls inside the window, grouped by vendor. A requirement with no vendor cannot go on a purchase order, so it sits in its own section until someone assigns one. Tick the rows to order and create one draft PO per vendor in a single click. They are drafts: nothing is sent and no requirement moves to Ordered until a PO is issued.

  1. Widen the window to 30 days. The panel and Romex, due to order September 30, appear.
  2. The custom trim kit has no vendor, so it cannot be put on a purchase order yet.
  3. Select every Denver Electric Supply requirement at once.
  4. Add the Ochoa job's LED cans from Front Range Electrical Wholesale.
  5. Create the draft purchase orders.
  6. Two drafts were created, one per vendor. The Romex was skipped because a draft PO already carries it.

Materials to order: upcoming requirements across jobs grouped by vendor, a day-window filter, batch selection, and one-click draft purchase orders with a per-requirement skip report.