Sometimes a tech is standing at the supplier counter and needs a PO number right now, before anyone has built out the line items. Quick PO solves that: pick a supplier, optionally link a job, and SureStock gives you a PO number immediately. The PO is saved as a Draft so you can add materials whenever you're ready.
⚠️ Quick PO is available on the web app and on iOS (SureStock v1.1.12 or later). Android support is coming soon.
💡 Already have the supplier’s quote or invoice? Use File Upload instead. SureStock builds the whole PO from the file and lets you link lines to your catalog materials before it’s created.
➡️ Who can use Quick PO
Admins, Owners and Managers can create Quick POs. Technicians can too, as long as they have PO creation permission: see Enable PO Creation for Technicians in SureStock.
➡️ How to create a Quick PO
Go to Purchasing → Purchase Orders.
Click the arrow next to Create New and select Quick PO.
Choose the Supplier (required).
Optionally select a Job if this purchase is for a specific job.
Click Get PO number.
SureStock shows the new PO number with a copy icon so you can share it with the supplier or your tech right away. You'll also see the supplier, job, status (Draft), and who created it.
➡️ Adding items later
From the confirmation screen you have two options:
Add items: opens the PO so you can add materials right away.
Done: closes the window. The PO stays on your board with a purple Needs Items tag so it's easy to spot. When you know what was bought, open the PO and add the materials. The tag goes away once items are added.
Once the items are in, finish the PO as usual: send it, then receive and reconcile it. See Managing PO Status & Reconciliation.
➡️ Create a Quick PO on the mobile app
📱 Available on iOS: SureStock v1.1.12 or later. Android support is coming soon.
Open the menu (☰) and go to Purchasing, on the Purchase Orders tab.
Tap the + in the top right corner and select Quick PO.
Choose the Supplier (required) and, optionally, a Job. Tap Get PO number.
The confirmation screen shows the PO number, supplier, job, status (Draft) and who created it. From here you can:
Copy number: copies the PO number so you can paste it anywhere.
Share: sends the number from your phone (text, email, etc.).
Add items: opens the PO so you can add materials now.
Done: closes the screen. On the mobile app, the PO shows a Need items tag until you add materials.
Open the Quick PO and tap Upload packing slip. You can upload a photo or a file, and SureStock reads it in the background. When it’s done, tap View to review the items, then Approve all or Reject. Full steps: Packing Slip Upload in SureStock.
➡️ Adding items from a packing slip
Got the packing slip from the supplier? You can upload it straight into your Quick PO and let SureStock's AI fill in the items for you, instead of adding them one by one.
Before anything is added, SureStock lets you link each line to a material you already have in your catalog. That way you don't end up with duplicates when the supplier calls a part something different than you do.
On the web app
Open the Quick PO and scroll to the bottom.
Click Upload packing slip and select your file. SureStock processes it and suggests changes to the PO.
Click View changes to review what the AI read.
For any line that should be an item you already carry, click the + button on that line, search your catalog and pick the right material. Make sure you also select the correct variation.
Click Approve. The matched lines are replaced with your existing catalog materials and the PO is updated.
On the mobile app
Upload the packing slip as a PDF and SureStock processes it in the background, so you don't need to stay on the screen.
When it's ready, you'll see an Updates available banner on the PO. Open it to review the changes, including the old and new prices for each line, then approve or reject them.
➡️ Best practices
✅ Have the rest of the PO details handy when you send it.
A Quick PO only asks for supplier and job. When you mark it as Sent, SureStock asks for the Required By date and the supplier email before it moves forward.
✅ Don't leave Quick POs sitting in Draft.
Add the items as soon as the purchase is confirmed so your stock and job costs stay accurate.
✅ Opening Quick PO up to more techs?
Turn on PO Approval Flow under Procurement Settings if you want an Admin or Owner to review POs before they go to the supplier.
✅ Match packing slip lines to your catalog before approving.
Every unmatched line can end up as a new material, even if you already carry that part. Matching keeps one record per item, so your stock counts, min/max and costs stay in one place.
➡️ FAQs
Do I need to link a job?
No, Job is optional. Link it if the materials are for a specific job so the costs land in the right place.
Is Quick PO on the mobile app?
Yes, on iOS. Make sure your app is updated to SureStock v1.1.12 or later. If you don't see it, update the app from the App Store and try again. Android support is coming soon.
Still need help?