Purchase Orders Guide

The "Purchase Order" application in our system provides a way to track the Purchase Orders entered at the Property you currently have selected.

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Note

The capability of the search and filtering options with our tables can be seen in the Table Functionality tab of the Getting Started section of this guide.

Step 1

To create a new Purchase Order in the system, click the button in the header navigation as shown below.

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Step 2

You will be directed to a new page where you can enter in your Purchase Order. In the form, you will select that this is a Purchase Order for a Property or you will select a Unit that it is for. You are also able to select a Vendor, which are defined by Administrators of the system. And you can speed along the creation process of a Purchase Order by selecting an Item from your Work Order Inventory that may need to be re-purchased.

To Create the New Purchase Order, simply click the "Create" button displayed with an arrow on the following image.

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Note that an Admin must have entered in Vendor Information from System Setup for you to accurately fill out this form.

Step 1

To open the Options dialog, click the Icon on the far right of any row.

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Step 2

You can view your Options in the panel that appears after clicking the Cog icon.

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Step 3: Generate PDF

After you click this button a PDF is downloaded of the Purchase Order.

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Step 4: Edit

After you click this button you are directed to an Edit page where you can edit the Purchase Order. Note that you are unable to change the Unit at this time, if you need to do that, simply Delete the Purchase Order.

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From the page you are directed to, you are able to edit the Purchase Order.

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Step 5: Toggle Status

If you have the correct Permissions added to your account, you can toggle the approval or denial status of a Purchase order by clicking the button. Note, unless the permission is granted to toggle the status of the Purchase Order, it wil not be shown.

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Step 6: Delete

To delete the Purchase Order, simply click the button shown below and confirm when the confirmation modal appears.

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