Can I create a blanket purchase order?

Welcome to the Community, @temmerick.

We can set up a Recurring Transaction template for a Purchase Order in QuickBooks Online. Let's get started:

1. Go to the Gear ⚙ icon at the top-right of your account, then select Recurring Transactions.
2. Press New on the top-right of the page and choose Purchase Order.
3. Fill out the template and hit Save.

That's all there's to it! Now you have a Vendor Delivery scheduled regularly. Here's a Community Article that provides more information: Recurring Transactions in QuickBooks Online.

Let me know if you need anything else! I'm always here to help.

Would this system work if it is for a recurrent service purchase?

We are a biotech and send DNA samples for sequencing on a regular basis. Sometimes we send two samples sometimes we send 16. And sometimes we send twice a day for different projects (and different employees send those). I was thinking about using the system described for two blanket POs, one for each project, and reconcile at the end of each month.

Would the system described work?

Thanks!

Yes, it will work for your recurrent service purchase, aleman.

We can create a recurring transaction for purchase orders and customize the template. Here's how:

1. Click the Gear icon on the top menu. 
2. Under Lists, select Recurring Transactions.
3. Tap New.
4. Select Purchase Order and then hit OK.
5. Enter a Template name.
6. Choose a Type: Scheduled, Unscheduled, or Reminder.
7. Complete the remaining fields and press Save.

If you need to edit the template, just follow the steps below:      

1. Click the Gear icon on the top menu and select Recurring Transactions.
2. From the Action column, tap Edit for the transaction you want to edit.
3. Edit the template name, type, and the customer or payee name as needed.
4. If you're editing a Scheduled or Reminder type template, you can adjust how far in advance QuickBooks creates the template or sends you a reminder. You can also set the frequency in the Interval section.
5. Add or remove any product or service details in the Item details section.
6. When you're done, press Save template.

These changes only apply to the recurring template and transactions that use the template. It doesn't apply to other transactions in QuickBooks. To learn more about this one, see the Create recurring transactions in QuickBooks Online article. 

Feel free to visit our Reconciliation page for more insights about reconciling your bank account with QuickBooks.

The Community is always available to help you with any questions you have with QuickBooks. You take care and have a great day ahead!

Hi, Thanks for the quick reply.

Unfortunately, I do not think this way I am creating a blanket PO.

There is no place to introduce the PO number in this recurring purchase form.

I'm glad to help you add a purchase number (PO number) to the form, faleman.

Adding a PO number to the purchase form is pretty simple. You simply need to add a custom field for this information.

Let me show you how:

1. Go to Settings ⚙, then select Custom fields under Lists.
2. Click Add field.
3. Enter the name of the field you want to add or select PO Number from the suggestions.
4. Choose a data type.
5. Mark Purchase order from the Select forms section
   
6. Click Save.
7. You can also include this field when your print the form. Simply turn on the Print on form option.
   

Once done, create a purchase order or open the existing recurring entry. You'll see the PO Number field on the the form. Here's a screenshot for your visual guide.

I'm adding this link to manage the workflow of your purchase orders: Create and send purchase orders in QuickBooks Online.

Keep me posted if you have additional questions about adding a PO number. I'm always glad to help you.

How to create a blanket purchase Order

Blanket PO is a specific feature that is only available in a few inventory management apps.

Creating blanket purchase orders can streamline your ordering and receiving processes, MYBAKINGMART.

For now, this feature is currently unavailable in QuickBooks Online. However, there are third-party apps that offer additional features, including the ability to create a blanket purchase order.

Let me share these steps to help you discover some accredited and approved apps:

1. Go to the Apps menu and proceed to the Find apps tab.
2. Type in "purchase order" in the Search bar and press Enter.
3. You can also click the drop-down list for Browse categories.
4. Look for Manage sales, then choose Purchase order management.

Take your time to explore different app options, paying close attention to user feedback, as well as their key features. Look for apps that specifically mention blanket purchase order capabilities.

You may also consider sending a product suggestion or providing feedback about adding this feature to QuickBooks Online. The engineering team reviews customer input when planning new updates.

For instructions on how to submit suggestions from your account, check out this article:  How Do I Submit Feedback?

Allow me to share these articles for additional guidance and information when creating POs in QBO:

• How To Add A Preferred Vendor And Create A Purchase Order Using That Preferred Vendor In QuickBooks ...
• How To Run Purchase Order Reports

Feel free to come back to the Community whenever you have other inquiries about creating purchase orders, managing inventory-related processes, or using QuickBooks for your bookkeeping. We're always available to address any other concerns you have.