← Back to Explore

Estimating & commitments

Purchasing & PO workflowsKnow the scope before you commit.

Import unit takeoffs, compare budgets, and issue purchase orders with job and vendor context. Document exceptions through variant purchase orders, approval levels, reasons, and back charges.

Available todayFor Owner · Purchasing · Construction · Finance

The everyday workflow

See the work it helps you do.

  1. Set the expectationBring takeoff quantities and pricing into the budget review.
  2. Record the commitmentIssue a PO for the vendor, unit, scope, and price.
  3. Explain the exceptionUse VPO reasons, configured approvals, and back charges to preserve the change history.

The role it plays

Purchasing & PO workflows in your everyday.

What your team works with

  • Takeoff imports and budget updates
  • PO quantities, prices, vendors, and unit context
  • Budget comparison and linked invoices
  • VPO reasons, approval levels, and back charges

Its contribution to the record

Purchasing & PO workflows

A takeoff establishes quantities and budget context. Purchase orders record the work and materials being committed.

How it complements the platform

The next step has context.

Purchasing & PO workflows

A shared foundation

Invoice review can use the vendor, unit, and purchasing record instead of starting from a disconnected document.

Explore the connection

AP Launch →

Give the invoice a clear path to the ledger.

Connected, by design

Part of the Business Operating System.

Every product contributes to the same System of Record. Customer relationships, design decisions, purchasing, field work, and native accounting stay connected, with Orbit bringing intelligence across the business.

Follow one home through ThreadKore →

Questions about Purchasing & PO workflows

Know where it fits.

Is Purchasing & PO workflows available now?

Available today. Ask for a demonstration focused on your team’s workflow and requirements.

How does Purchasing & PO workflows connect with the platform?

Invoice review can use the vendor, unit, and purchasing record instead of starting from a disconnected document.

Can we focus a conversation on Purchasing & PO workflows?

Yes. Tell us what your team needs to accomplish, and we can focus the conversation on this experience and its role in the platform.

Make the conversation specific

Follow a purchase order to its invoice.

Bring your process and the people who know it.

Follow a purchase order to its invoice ↗

FROM THE THREADKORE PRODUCT GUIDES

See the working detail.

Actual interface images from supplied training materials. Historical guide examples; amounts are not customer performance claims and the current interface may differ.

Purchase orders, with invoice status and sign-off context.
Purchase orders, with invoice status and sign-off context.Purchase Order Management guide, page 8. The documented view connects each order to its vendor, home, invoice, and sign-off.
Compare the current PO budget with recalculated takeoff values.
Compare the current PO budget with recalculated takeoff values.Purchase Order Management guide, page 8. Review changes by phase before updating budgets.

Your privacy choices

May we measure visits, estimate your country, state/region and city, and use advertising cookies? Accept enables optional tracking and Google, Meta, and LinkedIn tags. Decline keeps it off.

What we collect

With your permission, we save page views, navigation and button clicks, scroll depth, successful request counts, and page-load and responsiveness measurements for future reports. These activity records never include form contents, names, email addresses, or raw IP addresses.

We also save a network-based country, state/region and city estimate provided by our hosting service. We never request GPS access or store coordinates, street addresses, or postal codes. Estimates may be inaccurate, especially with a VPN, and unavailable locations stay unknown.

New location records expire after 720 days and are excluded from current reports then. Records collected under an earlier 90-day choice keep that shorter expiration. Expired records are cleared as the site receives requests; no location history is backfilled from visits before this consent.

We also keep anonymous, grouped operational counts of request errors, missing pages, form failures, and rate limits to maintain the site. These are separate from optional visitor analytics and contain no visitor identifiers or submitted details.

Google, Meta, and LinkedIn may use cookies to measure visits and personalize advertising. Your choice is remembered for six months; you can change it here at any time. Contact forms work either way.