COBBLESTONE SOFTWARE

Contract Insight — User Guide

Add a Purchase Order Line Item

Module: Purchase Orders › Purchase Order Line Items › Add a Purchase Order Line Item

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

Line items live on a PO's Subtables tab under PO Line Items, a grid with New, Bulk add, Import, and Export controls above it; New opens a blank line item for entry, while Bulk add and Import cover adding many lines at once.

2. Key Elements

• Subtables tab → PO Line Items grid
• New adds a single line item
• Bulk add and Import cover adding multiple line items at once
• Columns include Item (key in), Quantity, Unit Price, Order Type, Unit of Measure, and Line Item Total