Before a technician can create purchase orders in Track-It!, the administrator must configure the Purchasing Settings, Master Items, and Vendors. These topics list the administrative tasks required to successfully configure the purchasing module in Track-It!
Tasks of a Track-It! Administrator
The process table lists the administrative tasks that are required:
Manage purchasing settings
Specify purchasing settings.
You can specify default settings for your purchase order template.
|Specifying purchasing settings|
Manage master items
Create a list of master items.
|Creating a list of master items|
|3||Manage vendors||Create a list of vendors.||Creating and managing vendors|
|4||Manage purchasing module permissions||Assign technicians required permissions to manage assets.||Managing permissions for the Purchasing module|
Where to go from here
After you complete the administrative tasks listed above, technicians can create and manage purchase orders.