User Tools

Site Tools


purchase_order

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision
Previous revision
purchase_order [2021/08/31 10:04] – [View/Edit] darrylpurchase_order [2023/06/20 08:54] (current) – external edit 127.0.0.1
Line 37: Line 37:
 ===== Tabs ===== ===== Tabs =====
 ==== Purchase Order Lines ==== ==== Purchase Order Lines ====
 +
 +The PO Lines tab displays a list of any [[Parts]] which have been added to the Purchase Order. From here, you can click the pencil or double click the line to edit, click the delete icon to remove the line, or click the 'Add New Line' button to add more Parts.
 +
 +{{ :polinetab.png?800 |}}
 +
 +Clicking Add will open a new pop-up window. Choose the Part you wish to add, enter the details and click 'Add New' to save.
 +
 +{{ :polineadd.png?400 |}}
  
  
Line 43: Line 51:
 ==== Goods In ==== ==== Goods In ====
  
 +When your ordered [[Parts]] arrive, go to the Goods In tab, and mark them as received in order to move them into Stock.
  
 +{{ :pogoodsintab.png?800 |}}
 +
 +Click the pencil icon next to the line you wish to edit, and update the Qty Received field to show how many have been delivered. This will then update your Stock records on the chosen Stock Site.
 ---- ----
  
 ==== Attachments ==== ==== Attachments ====
- 
 The Attachments tab is used to store files against a record. Many screens have an attachments tab, but all function in the same way. The Attachments tab is used to store files against a record. Many screens have an attachments tab, but all function in the same way.
  
-To add a new Attachment, click the 'Add Attachment' button or drag & drop your file onto the yellow box. You can then view and download these whenever you need to.+{{ ::attachments_list.png?nolink&800 |}} 
 + 
 +To add a new Attachment, click the 'Add Attachment' button or drag & drop your file onto the yellow box. 
 +You can then view and download these whenever you need to using the eye and download buttons on the record. 
 + 
 +To Edit an attachment, click on the pencil icon on the left of the list. This will open up the edit window where you can re-upload it, change the description or change it's privacy settings. 
 + 
 +{{ :attachment_add.png?nolink&600 |}} 
 + 
 +Public and Private attachments are visible or invisible to Mobile users respectively.
  
 ---- ----
purchase_order.1630404267.txt.gz · Last modified: (external edit)

Donate Powered by PHP Valid HTML5 Valid CSS Driven by DokuWiki