Generate a PO number with Quick Create (Cost tracking)

  • Updated on Jul 23, 2025
  • Published on Mar 16, 2025
  • 1 minute(s) read
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This help article is related to Cost tracking

In Wrapbook, production accountants and administrators can manage POs using either Cost tracking or the Production Accounting Suite.  Click here to see how POs work with PAS.

Purchase orders (POs) are permission based

To access POs in Wrapbook, your account must have one of the following roles enabled:

  • Role: Company Admin, Company Manager, Project Coordinator

  • Custom role with: Accounting & Cost Tracking / Purchase orders - Full access, Manage

You can use Quick Create for POs to rapidly generate a PO number to be shared with the vendor. The key advantage is that you can get the PO number instantly, and then fill in the detailed information later.

To generate a PO number with Quick Create:

  1. From the left-side navigation, click the dropdown menu

  2. Select the name of the project that you want to generate a PO number for

  3. In the Purchase orders section of the project dashboard, click View POs

  4. On the Purchase Orders dashboard, click the Create PO button, and then select Quick create PO

  5. In the New Purchase Order popup, begin typing the name of the vendor. The list of vendors that already exist in your company’s database will begin to populate.  You can select the vendor from the list, or click the Create new vendor button if the vendor hasn’t been entered before.

  6. In the popup, enter the Department and a Description, then click the Create button

  7. In the Purchase order created confirmation, you’ll see the generated PO number. Click the Copy to clipboard button to copy the PO number.  From here, you have the option to either View PO, Create another, or click the Done button.

Dashboard overview showing onboarding, timecards, payroll, and purchase orders for Sharp Commercial.

Select a project, then click View POs

Overview of purchase orders with options to create and manage them effectively.

Click the Create PO button, then click Quick create PO

A new purchase order form with vendor search options and suggestions displayed.

Begin typing the name of the vendor. You can select a vendor from the list, or click the Create new vendor button.

New purchase order form for lodging with vendor and department fields highlighted.

Enter the Department, and Description, then click the Create button

Purchase order details including number, company, and options to view or create another.

Click the Copy to clipboard button to copy the PO number that's generated, then you can click either View PO, Create another, or Done

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