How to Generate a Purchase Order
Send your stone vendor a clean order saying which items you need, what size and color they should be, and where to ship them.
Written By Dennis Rodin
Last updated 16 days ago
Most monument companies buy stones from vendors (often imported). The Purchase Order is the document you send to the vendor with all of that detail. It's vendor-facing only, so it doesn't include any internal pricing or notes.
To generate one, open the order, click Document Generation at the top right, and select Generate Purchase Order from the dropdown.
PO numbers
Every Purchase Order gets its own sequential number (PO-1, PO-2, PO-3, and so on) at the account level. PO numbers are independent from order numbers and they continue across all orders in your account.
Single vendor (most common case)
Search for the vendor in the search bar at the top and select them. Their info card (name, address, phone, email) appears below.
The Select Items for This PO section lists every line item from your order (Die, Base, Vase, etc.) as checkboxes. All items are checked by default. Uncheck anything you don't want to send to this vendor.
The Ship all items to line shows your company name and address by default (most common case: vendor ships everything to your shop). Click Different address for each item? if some items should ship somewhere else.
Click Generate Purchase Order and you're done.
Multiple vendors
If you're ordering from more than one vendor, click Different address for each item? or just search and select multiple vendors at once.
The popup splits the vendor cards side-by-side and adds two dropdowns to every line item:
Assign to — which vendor is supplying this item
Ship to — where this item should ship (defaults to your own company)
When you click Generate, MonuDesk creates one separate PO PDF per vendor, each with only the items assigned to that vendor and the correct ship-to address. So if you've split items between two vendors, you'll get two PDFs.
To go back to single-vendor mode, click Ship all to same address.
Drawings
If you've uploaded design drawings to the order (with the Drawing category), attach up to two of them to the Purchase Order. The popup shows thumbnails for each.
Important: Files only appear in the drawings selector if they have already been uploaded to Notes & Files on this order with the Drawing category. To attach a sketch or drawing, upload the file first under Notes & Files, choose Drawing as the category, then come back here and open the popup. Files saved with any other category (Instructions, Financial Document, Other, etc.) will not show up in the selector. This applies to every file you want to attach during document generation.
Sketches built in the Sketch & Inscription step of the wizard automatically save as Drawing-category files on the order, so they appear in the selector here without any manual upload step.
Caps mode
The Generate in all caps checkbox at the bottom of the popup converts every text element on the PDF to uppercase. Some sandblasters require this so they can copy and paste names and inscriptions directly into their machines.
Off by default. Toggle it on per-PO when you need it.
After you click Generate
Each generated PO PDF is saved automatically to the order's Notes & Files under the Instructions category, internal only. Multi-vendor jobs save each PDF as a separate file.
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