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:
| Step | Task | Action | Reference |
|---|---|---|---|
| 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 |
| 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.
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