Vendors & Purchase Orders | FieldCamp

Create vendors and purchase orders in FieldCamp, add catalog items or packages, email saved orders, and understand current PO status and inventory behavior.

Vendors store supplier contact information. Purchase orders record the products or packages you intend to order from a vendor. Both live in Inventory Management.

Before you begin

Your role needs the applicable Inventory permissions to view, create, edit, email, or delete vendors and purchase orders. Create the catalog entries you order in Products & Services before building a purchase order.

Add a vendor

Open Inventory Management.
Select Vendors.
Click Add Vendor.
Enter the required Vendor Name.
Add an Email, Phone, Address, and Status as needed.
Click Add Vendor.

The saved vendor becomes available in the purchase-order vendor selector. Add a valid email if you plan to email purchase orders from FieldCamp.

Create a purchase order

Open Inventory Management.
Select Purchase Orders.
Click Add Purchase Order.
Review the generated, read-only PO Number.
Add optional Notes.
Under Items, select a catalog item or package.
Enter its Qty and Unit Price.
Click Add Line Item to add another entry. A purchase order supports up to 50 item rows, and the same item cannot be selected twice.
Select the required Vendor.
Review the calculated Total.
Click Create Purchase Order.

The item picker can include packages from the Price Book and Bundles area. When a package is saved on a purchase order, FieldCamp stores its component items with the order.

Understand purchase-order status

New purchase orders use Ordered. Updating a purchase order also sets it to Ordered. The list recognizes Draft, Ordered, and Received values for records that already contain those statuses, but this workflow does not expose a status selector.

The Purchase Orders page does not provide a receive or partial-receive action. Creating, editing, or emailing a purchase order does not add the ordered quantity to inventory automatically.

Edit or email a saved order

Select a purchase-order row to open it.

Change the notes, items, quantities, unit prices, or vendor, then click Update Purchase Order. The updated order returns to Ordered.
Click Email to open the email composer. A saved order, a vendor, and a vendor email are required. Review the recipients, subject, and message before sending.

If your role can delete purchase orders, select one or more rows and confirm the delete action. Deletion cannot be undone from this page.

Products and Services Overview — see how catalog items connect to jobs, estimates, and inventory