Finance Module

From the dashboard, tap on the menu in the upper left corner.

Locate and tap on Finance.

From the Finance module you will see options for Purchase orders and Purchase Requisitions.

Tap on Purchase Orders.

Within the Purchase Orders menu, tap the Add button in the upper right corner.

Update the Purchase Order

Review and respond to all required fields on a Purchase Order:

• Purchase Order Details
• Supplier Details

Update the Purchase Order

Review and respond to all required fields on a Purchase Order:

• Purchase Order Details
• Purchase Order Job
• Purchase Order Delivery Date
• Purchase Order Expiry Date
• Supplier Details
• Supplier
• Supplier Address
• Contact Name
• Contact Number
• Address
• Attention To
• Related To

Add Items to the Purchase Order

Review and respond to all required fields on a Purchase Order:

• Product
• Cost Code
• Cost Type
• Description
• Quantity
• UOM
• Mark Up
• Sell Unit Price

Save, Duplicate, or Delete

•   Save: Tap Save. This places the Purchase Order in the Draft status, allowing you to edit or update details later.
•   Duplicate: Tap Duplicate to make of 1:1 copy of the the Purchase Order details.
•   Delete: If you started the Purchase Order in error, tap the Delete button to remove it.