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.
- Widen the window to 30 days. The panel and Romex, due to order September 30, appear.
- The custom trim kit has no vendor, so it cannot be put on a purchase order yet.
- Select every Denver Electric Supply requirement at once.
- Add the Ochoa job's LED cans from Front Range Electrical Wholesale.
- Create the draft purchase orders.
- 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.