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Creating Purchase Orders on the Scheduler App

 In this article, we will walk through the steps on how to create purchase orders on the scheduler app. 

  1. Log into the app. For details on how to, learn here
  2. Once signed in you will be directed to the schedule by default
  3. On the navigation menu, click the 'More' option                       
  4. Select 'Purchase Orders'                                                                               
  5. Click the arrow (>) to open the purchase order                                       
  6. 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                                                                                                          
  7. On the "Receive Order' screen, click the product being displayed to update the quantity
  8. Add the quantity to the appropriate section                                                                                                               
  9. 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                                         
  10. Click 'Complete'
  11. You will be directed to the 'Check-In Summary' screen, click Submit                             
  12. You will then be greeted by 2 confirmation messages, click 'Submit' then 'Ok'                                                                                                                                                                                                              


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