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How Do I Organize Purchase Orders Using Sections and Toggles

Learn how to organize Purchase Order items using section layouts, add and manage items, and edit line item details before sending for signature.

Organizing Items with Sections 

Purchase Orders support the same section layouts as Work Orders. Enable sections using the Sections toggle to choose how items are displayed and added.


Flat List (All Items in One List)

The Flat List option displays all items in a single, continuous list.

  • This mirrors the original Purchase Order behavior
  • Items are listed without sections
  • You can add:
    • All items at once
    • Items by group
    • Items by subcategory
    • Individual items

 

This option is best when sectioning is not required and all items should appear together.


 

Custom Sections

Custom Sections allow you to manually create and name sections within a Purchase Order.


How Custom Sections Work

  • Click Add Section
  • Enter a custom section name (for example: Demo, Drying, Reconstruction, Section A, Section B)
  • Sections can be reordered using the up/down controls
  • Section totals can be shown or hidden
  • Sections can be deleted if no longer needed

 

Adding Items to Custom Sections

Within each custom section, you can:

  • Add individual items one at a time
  • Move items between sections
  • Reorder items within the section

Custom Sections are ideal when you want full control over how work is broken down and labeled.


 

Group-Based Sections

The Group toggle automatically organizes the Purchase Order into sections based on item groups from the Workbook.

How Group Sections Work

  • Each group becomes its own section
  • Section names match the group names (for example: Main, Kitchen, Basement)
  • Items are organized automatically based on their assigned group

 

Adding Items Using Group toggles

From Group sections, you can:

  • Add all items from a group

  • Add one item at a time 

  • Add all items from a subcategory 



This allows you to selectively include only the groups or items needed for the Purchase Order.

 

 

Subcategory-Based Sections

The Subcategory toggle organizes the Purchase  Order into sections based on item subcategories.

How Subcategory Sections Work

  • Each subcategory becomes its own section
  • Common examples include Labor, Material, Equipment, or room-based subcategories
  • Items are grouped automatically under their assigned subcategory

 

Adding Items Using Subcategory Sections

From Subcategory sections, you can:

  • Add all items from a specific subcategory
  • Add individual items one at a time
  • Select only the subcategories you want to include

If no items are selected, no items will be added, allowing you to control exactly what enters the Purchase Order.


 

Selecting Items When No Items Are Preselected

If no items are selected by default:

  • You can manually select items from:
    • A group
    • A subcategory
    • The flat list

  • Only selected items will be added to the Purchase Order
  • This prevents unintentionally adding unnecessary items

This behavior applies across Flat List, Group, Subcategory, and Custom Section views.


 

Reordering Sections and Items

Across all section types, you can:

  • Move sections to the top or bottom of the Purchase Order
  • Reorder items within a section
  • Control how the final Purchase Order appears to recipients



Editing Line Items

Before sending or previewing the Purchase Order for signature, you can manually edit line items.

You can:

  • Double-click a line item to edit
  • Adjust:
    • Unit cost
    • Quantity
    • Descriptions

All edits must be completed before the Purchase Order is sent for signature.