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Purchasing

Track purchase orders per job in BuildX Studio, move them from Draft to Ordered to Received, import orders from CSV, and spot prices above the median.

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Purchasing lives at studio.mybuildx.com/purchasing (“Orders, tracked by job”). It’s a record of what you’ve ordered for each job, by vendor. Studio doesn’t send orders to vendors.

What you can do

  • Add a purchase order with a vendor, description, and amount.
  • Move orders through Draft, Ordered, Received, and Cancelled.
  • Import CSV of orders.
  • See a Price check against the median for the same item, and totals by vendor.
  • Filter by source: All orders, From awards, or Manual.

Add an order

  1. Pick the job in Select job. The top shows Orders, Open, Received, From awards, and Committed total.
  2. In New purchase order, choose a Linked vendor (companies on this job from Subcontractors) or No linked vendor and type a Vendor name.
  3. Fill in What is this order for? (required) and Amount.
  4. Click Add order. It starts as Draft.

Track an order

In the orders table (Vendor, Description, Amount, Price check, Status, Ordered, Received, Actions):

  • Change the Status dropdown to Ordered when you place it and Received when it lands. Studio fills in the Ordered and Received dates.
  • Cancelled keeps the order on record but out of the job’s actual cost.
  • The trash icon deletes a manual order after Delete this order?. Orders created from an awarded bid can’t be deleted; set them to Cancelled.

Price check

When at least two priced orders share the same description, Studio compares each one to their median. An order above it shows Above median with “worth a second look”. Otherwise it says “At or below the $X median”. A flag is a prompt to review, not proof of overpaying.

Import orders from CSV

  1. Click Import CSV. Import orders from CSV opens.
  2. Pick a CSV with vendor, description, and price columns (a Procore-style export works).
  3. Review the preview, then click Confirm import. Each row becomes a Draft order on the selected job.

Orders from awarded bids

When you award a bid in Bid leveling, Studio creates a draft order for that company, tagged as coming from the award. The banner above the table counts award drafts that still need ordering.

Vendor directory

Below the table, Vendor directory groups this job’s orders by vendor with the order count and total.

Good to know

  • The project’s Costs tab compares awarded bid totals with non-cancelled purchase order totals by trade, with Variance and Variance %.
  • Studio doesn’t email or send purchase orders, track deliveries beyond the Received date, or create vendor bills.
  • Purchasing in Studio isn’t connected to MyBuildX invoices.