You can create and edit purchase orders in the new desktop experience without switching back to Limble legacy.
Create a purchase order
Go to the Purchasing page and click Create purchase order.
Enter a delivery date.
Select a vendor.
Enter a billing address and shipping address.
Add parts or items to the purchase order.
Add parts and items to a purchase order
From a purchase order's Details and items tab, click Add parts or Add items.
If you clicked Add parts, select the parts you want to add from the appropriate site.
If you clicked Add items, select whether the item is a service or other item:
A service must be linked to a task.
Other item only requires a name.
After adding, click into any line item in the Items table to edit its details.
Delete an item
From the Items table, click the trash can icon on the item you want to delete.
Click Delete to confirm.
Add custom fields to a purchase order
From a purchase order's Details and items tab, click Add field.
Enter a field name.
Optionally, choose the vendor field to autofill the field with.
Click Add field.
Once added, enter a value for the field.
You can add up to six custom fields to a purchase order.
Edit or delete a custom field
Click the three-dot icon to the right of the field you want to change.
Click Edit field.
Make changes as needed and click Save field.
To remove a field instead, click Delete field and confirm when prompted.
Delete a purchase order
If you need to delete a PO, you can do so one of two ways:
From the Purchasing page:
Click the 3-dot icon to the right of a purchase order on the Purchase orders table.
Click Delete purchase order and confirm deletion in the pop-up.
From an open purchase order:
Click the 3-dot icon in the top right.
Click Delete purchase order and confirm deletion in the pop-up.