Purchase orders, and overnight risk briefings
- Raise purchase orders from a signed-off selection. Raise orders on a signed-off selection groups your chosen products by supplier into one draft order each, starting from the quantities and trade costs the selection holds. Untick lines, change quantities or unit costs, and order in parts if you want — the selection tracks what’s been ordered against each item. Every order takes a sequential PO number and lives under Procurement › Orders, searchable and filterable by project and status. See Orders.
- Send an order to your supplier by email. Send on a draft order goes to the supplier’s contacts from Navanto on your organisation’s behalf, with replies coming back to you and the PO attached as a PDF laid out for their order desk — your logo, name and address, their account reference, the delivery address and required-by date, and the numbered lines. Sending locks the order, records who it went to and when, and keeps the exact PDF that went out, filed under the project’s Orders folder. Set your company address under Settings › Organisation so it prints on the letterhead.
- Products carry the supplier’s own code and unit. A product can now hold the supplier’s product code and a unit of measure chosen from a fixed list — each, box, m², kg and so on — and an order adds a required-by date and a named buyer contact the supplier can ring. The code is copied onto the order line so the supplier sees their own reference, and units show beside quantities on orders, selections and in the client portal. See Suppliers and products.
- A fresh risk briefing every morning. Every active or snagging project is now re-assessed overnight, so the risk panel opens on a briefing written that night rather than whenever someone last generated one. It reads wider too — the calendar, purchase orders and the payment forecast alongside the handover date, timeline, tasks, snags and recent posts — and the severity levels now mean the same thing every night, so a project only moves up or down when the situation has actually changed. See Projects.