Purchase Order creation and management

Boyd

Hi, we are a small residential building company based in Australia. We have a workspace that we use to manage all of our projects that includes pretty much everything expcept for purchase orders. We currently have a BOQ with pricing, but i am looking to turn this sheet into individual orders. Wondering if anyone uses Smartsheet for purchase order generation. I have played around with document creator tool but found it a bit clunky and couldnt get the format right.

I would be interested to hear other peoples way of going about this or pay someone to help build out a template for us.

Thankyou,

Andrée Starå

Purchase Order creation and management

Boyd

Aug 13, 2023

Hi, we are a small residential building company based in Australia. We have a workspace that we use to manage all of our projects that includes pretty much everything expcept for purchase orders. We currently have a BOQ with pricing, but i am looking to turn this sheet into individual orders. Wondering if anyone uses Smartsheet for purchase order generation. I have played around with document creator tool but found it a bit clunky and couldnt get the format right.

I would be interested to hear other peoples way of going about this or pay someone to help build out a template for us.

Thankyou,

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Hi,

I hope you're well and safe!

I've developed different client solutions for Purchase Orders, Invoices, and similar using Document Builder, Smartsheet Merge, and Dashboards to create them.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Truthstone

Hi do we see how your solution works?