Create an order from your schedules, add delivery details and supporting files, then send it to your supplier.
Before you start
Check that your products are in a schedule and assigned to the correct supplier contact. The contact needs an email address to receive the order.
Review quantities and costs against the details agreed with your supplier. You can create an order without first requesting a quote through Programa.
Create your order
Open Orders in the main navigation.
Select Create order.
Choose the Project and Schedule.
Select Create.
Choose the supplier contact under Send to.
Check the order number, Issue date, Delivery date and Tax rate.
To use your own order reference, replace the generated number. Set your default numbering format in Settings → Orders.
Add your products
Select Add products.
Choose the products to include.
Review their descriptions, quantities and costs.
Check the order total.
Add any instructions for your supplier.
To finish later, select Save draft. Your draft stays in Orders, and your supplier cannot see it.
Add email and delivery details
Select Preview & Send.
Check the supplier contact under Send to.
Add anyone who needs a copy in CC.
Review the email subject, message and Note to supplier.
Check the Deliver to address.
Add any Delivery notes.
Add supporting files under Attachments.
The delivery address fills from your project address. Edit it if the order is going elsewhere.
Preview and send
Select Preview PDF.
Check the order and make any corrections.
Select Send order.
Your supplier receives an order email, and you receive a copy for your records.
Where supplier collaboration is available, the email includes a View order link so the supplier can confirm the order and record updates. Otherwise, they receive the PDF email experience without the link.
Why can’t I find a supplier?
The supplier needs a linked contact with an email address.
Open the supplier in your Address Book.
Select Add new in the contacts section.
Enter the contact’s name, role and email.
Return to your order and select the contact.
A phone number is optional.
Why can’t I find a product?
Check that:
You selected the correct project and schedule.
The product has a supplier contact assigned.
Send to matches that contact.
The product is not archived.
If a supplier has several contacts, each contact only shows the products assigned to them.
Didn't find what you were looking for? Check out our full collection of Orders guides, or reach out to our friendly support team via live chat for personalized assistance.