Creating Purchase Orders from Quotes is now easier and more flexible.

See All Quote Items at a Glance
You can now see all items and sub-items from every quote section in a single, expandable table. You can select items/sections using checkboxes or use the 'select all' option.

Sorting and Filtering
The updated table now includes options for sorting and filtering items, adding custom columns, and saving the screen’s setup. This makes it easier to quickly locate and select items, whether by Cost Category, Supplier, or other criteria. To help distinguish between items and sub-items, new fields have been introduced: Parent Item and Type (Sub-item/Item).

These enhancements are also available when adding items to an existing Purchase Order through File → Add Items, ensuring a consistent user experience across different parts of the workflow.

Handling Quantities
When adding items to a Purchase Order, Archdesk sets the Quantity to the Remaining Quantity by default, but this can be adjusted manually. This applies to both individual items and entire sections, ensuring consistency. Previously, the system always used the Total Quantity, so this shift to using the Remaining Quantity for whole sections is a significant change. ⚠

Sub-item Naming
When creating a Purchase Order and selecting items, you now have the option to enable a new setting in the data table called ‘Naming sub-items’. If this option is turned on, Archdesk will automatically include the main item name in the sub-item when generating the Purchase Order. The naming will follow the sequence “Parent Item Name: Sub-Item Name”.