Quote to RPO/PPO

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James Morris

• April 08, 2026 17:33

Im wondering if there is a way to select specific lines from a Quote and push them to an RPO or PPO. 

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  Aaron Horn

  • April 08, 2026 20:45

  Hey James,

  Depending on the amount of customization to your system, quotes typically have a "Logistics View" where you can add RPO and PPO quantities and vendors, and then use the Logistics menu on the right to create RPOs and PPOs per vendor.  This help center page covers it briefly.  This should get you what you need.  If you need additional training, I'm happy to help.

  Aaron Horn
  Consultant (endorsed by Flex)
  aaronjhorn@gmail.com
  615.335.1225

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