In this article, we will walk through the steps on how to create purchase orders on the scheduler app.
- Log into the app. For details on how to, learn here
- Once signed in you will be directed to the schedule by default
- On the navigation menu, click the 'More' option
- Select 'Purchase Orders'
- Click the arrow (>) to open the purchase order
- Once opened, you will see full details for the purchase order with multiple options to proceed:
- Order Details - This tab displays the purchase order details including the vendor's details
- Order Products - This tab displays the product details of the products that were ordered
- Receive Order - This button allows you the ability to check in and submit the purchase order
- Cancel Order - Click to cancel the order
- On the "Receive Order' screen, click the product being displayed to update the quantity
- Add the quantity to the appropriate section
- Once done, click Save at the top right-hand corner to be redirected to the 'Receive Order' screen. You will then see the quantity has been updated
- Click 'Complete'
- You will be directed to the 'Check-In Summary' screen, click Submit
- You will then be greeted by 2 confirmation messages, click 'Submit' then 'Ok'
For more information contact us at support@mytime.com.