> For the complete documentation index, see [llms.txt](https://docs.buildertek.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.buildertek.com/purchase-orders.md).

# Purchase Orders

Purchase Orders (POs) are used to procure materials or services required for your construction project. For example, if you need to purchase cement, adhesive, or flooring materials, you create a PO and send it to the vendor to initiate the purchase.

### Step 1: Create a Purchase Order for a Budget Item

From your Project Dashboard, locate the Purchase Order (PO) option on the right side under Quick Links.

![Screenshot](/files/tODQLy9hggFVsMfz6UyN) Click on it to open the PO module, then select "New" to create a new Purchase Order.

A new window will appear. Select the "Standard" option and click "Next".

Enter the required details, including:

* Status → Set as Pending
* Select the Budget
* Select the relevant Budget Line for which the PO is being created
* Add the list of items you need to purchase (with descriptions and quantities)

Once all details are entered, click "Save" to create the Purchase Order.

![New Standard Purchase Order](/files/wSGdNnDcHbgGt5M0CZLQ)

## Step 2: Allocate the Purchase Order to the Budget Line

After creating the PO, navigate back to the Budget.

Go to the "Funding" tab and locate the relevant budget item. Click on "Allocate" next to that item.

![Screenshot](/files/konW9AKe904kM2V1khRF) A pop-up window will appear with multiple allocation options:

* Expense
* Purchase Order
* Contractor Invoice
* Payable Invoice

  ```
  Select "Purchase Order" and click "Next".

  Choose the PO you just created and click "Next" again.
  ```

In the next screen, review all allocation details, including:

* Allocated funds
* Remaining balance
* Budget line mapping

Once everything is verified, click "Create Allocation" to complete the process.

![Select Purchase Order Record](/files/YrK43ZGUCqvsh7XxsZSt)

![Purchase Order Allocation Form](/files/Dy0cHHlcsAHLyGsDztPR)

### Outcome

Your Purchase Order is now successfully linked to the selected budget line and funding source.

You can verify the allocation in:

* The Funding tab within the Budget
* The Manage Funding Transactions dashboard

![Allocated Purchase Order on the Project](/files/1bytYGA02NMOgqKADUNt)

![Purchase Order Funding Details](/files/vHhzgDn02kQBZwOuQyzd) This ensures that all procurement activities are accurately tracked against your allocated funds.

***


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.buildertek.com/purchase-orders.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.