Purchase Orders

How do I add a line item to my purchase order?

Last updated: March 21, 2026

Adding line items to a purchase order is straightforward. Here is how:

Add an item from your catalog:

  1. Open the purchase order in edit mode. You will see a Line Items section with a table showing columns for Item, Qty, Rate, and Amount.
  2. Click on the Item name field in any empty row.
  3. As you type, a dropdown appears showing matching items from your saved catalog. Click on one to fill in the name, description, rate, and quantity automatically.
  4. Adjust the quantity or rate if needed. The amount calculates automatically.

Add a brand new item:

  1. Click on the Item name field in an empty row.
  2. At the top of the dropdown, click + add new item to catalog to create a new item and save it to your catalog for future use.
  3. Or simply type the item name, description, quantity, and rate directly into the fields.

Add more line items:

  1. Click the + Add item link at the bottom of the line items table to add another row.

Organize items into sections:

  1. Click the Add section button below the line items table.
  2. Each section can have its own name (like "Materials" or "Tools") and its own list of items.
  3. You can drag and drop items or sections to reorder them using the grip handle on the left side of each row.

Markup:

You can add a markup by clicking the markup value in the totals section below the line items. This opens a dialog where you can set a dollar amount or percentage markup, and choose which item types it applies to (all items, labor, parts, or other).

On the Mobile App

Add an item from your catalog:

  1. Open the purchase order in edit mode.
  2. Tap Add Item at the bottom of the line items list.
  3. Start typing the item name. Matching items from your saved catalog appear in a dropdown. Tap one to fill in the details automatically.
  4. Adjust the quantity or rate if needed.

Add a brand new item:

  1. Tap Add Item.
  2. Type a new item name, description, quantity, and rate directly into the fields.

Markup:

Tap the Markup row in the totals section to set a dollar amount or percentage markup, and choose which item types it applies to.

Note: Sections and drag-and-drop reordering are not available on the mobile app. Use the web version if you need to organize items into sections.