Configuring purchasing

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:

StepTaskActionReference
1

Manage purchasing settings

Specify purchasing settings.

You can specify default settings for your purchase order template.

Specifying purchasing settings
2

Manage master items

Create a list of master items.

Creating a list of master items
3Manage vendorsCreate a list of vendors.Creating and managing vendors
4Manage purchasing module permissionsAssign 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.

Was this page helpful? Yes No Submitting... Thank you

Comments