On the Global Purchasing tab on the main menu of your account, you can create a purchase order that includes items from multiple projects when the items share the same purchasing source.
Global Purchasing Tab
The Global Purchasing page will display a list of all items that have not yet been ordered from all projects in your account, and will be filtered by their selected purchasing source.
You can only display the items associated with one purchasing source at a time, but you also have the ability to select additional filters such as Phase, Project, Stage, and/or Office, by selecting them from the left side menu.
Each item will display information that includes:
Order Status
Purchasing Source
Project Number and Project Name
Item Name
Description
Project Quantity
Order Quantity
In Stock (for Stock users)
Item Cost
Extended Cost
These columns are sortable, for your convenience, so you can easily decide which items to include on your purchase order.
Creating Purchase Orders
Creating purchase orders here will function similarly to the way you create purchase orders inside of your projects.
Once you have filtered the list of items to your desired parameters, select the checkbox next to each item name (or use the Select All checkbox) to include these items on your purchase order, and click "Order Items".
In the window that pops up, enter the Shipping Preference, PO number (if desired; the PO number will auto-populate based on the numbering scheme in your Company Settings), and any Special Notes you'd like to include. Then, select the PO template that you'd like to use and click "Create".
Please Note: Since the items included here are from multiple projects, the shipping address must be the designated Office address; you do not have the ability to ship to multiple addresses if the items are included on the same purchase order.
Once the PO is generated, the line items on that new PO will no longer appear in the Global Purchasing list.
And after your purchase order is created, head over to one of the projects that contains the item(s) on that PO, and go to the Purchasing page. The item status within your project will be updated to Ordered, and the purchase order will be displayed in the list so you can save it as a .csv, .pdf, or send it to your vendor.
We hope this helps! Please feel free to reach out in Support Chat with any questions!