Create a blanket order

Create a Blanket purchase order if you want a long-term purchasing agreements established with a specific supplier. A Blanket purchase order will enable field teams to request "releases" (also called call-offs or drawdowns) against the Blanket order as materials are needed on the jobsite.

On any page in Trimble Materials , select CREATE ORDER.
From the Order Type dropdown, select Blanket Order.
From the Order To dropdown, select the project or warehouse you want to order to.
From the Order From dropdown, select the supplier you want to order from. Alternatively, if you don’t yet know where you want to order from, select Skip supplier selection; you can add this information later. You will need to add it before you place the order.

Note: If you do not have permission to submit an order (i.e. you only have permission to request and view orders), you will not be able to select a supplier; this must be done by the purchaser.
Select CONTINUE. A Blanket PO Draft dialog opens.

A draft Blanket PO is created, On the Blanket PO Draft dialog, you can:

Discard the order if you don’t want to proceed with it, as long as you have not added any items. Note that if you have added items, you can delete the order.
Add items to your order, by searching the catalogs, or entering free text (if you have permission to enter free text). See Add items to a blanket order.

Note: You can also add items later; see Add items to a saved draft order, RFQ, or requisition.
Add or change supplier information on a draft order, and where you are ordering to. See Update Order To and Order From information on a draft order, RFQ, or requisition.
Add attachments to the draft order.
Add or view chat messages. Note that access to chat messages is based on user permissions for the selected project.
Switch between Table and Card views. Select Cards or Table to change views. In either view, you can edit or remove items. You can only duplicate items in Card view.
Save and close the order and complete it later; it will save under Open Activities/ My Drafts.
Submit the order. If you do not have permission to submit orders, you will need to request approval.

Help for Trimble Products

Create a blanket order