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Purchase orders

Commit the cost before the truck shows up.

Updated October 15, 2026

A purchase order tells a vendor what you want and what you agreed to pay. In Werx it also books the amount as committed cost on the project budget, so you see the money going out before the bill arrives.

  1. In the left navigation, click Expenses > Purchase Orders.
  1. Click Add Purchase Order.
  1. Pick the vendor, add each item with quantity and rate, and code every line to a project budget item so the amount shows as committed cost.
  2. Click Save, then Send to email the PO to the vendor.
  3. When goods arrive, open the purchase order from the list, mark the lines received, and turn it into a bill.

Receiving and billing

When material arrives, open the PO and mark the lines received. When the vendor's bill comes, create the bill from the PO so the lines, prices and project coding carry over and the committed cost turns into actual cost.

Purchase orders FAQ

Can I partially receive a PO?

Yes. Receive the quantity that arrived and the rest stays open.

Does the vendor see the PO online?

Yes. Send it and they get a portal link with the PDF.