After an administrator has set up the purchasing settings, master items, and vendors as a technician, you can begin to manage purchasing. The process table lists the tasks performed by a technician to manage purchasing.
View purchase orders
View open and closed purchase orders.
You can define the view to filter the list of purchase orders based on a selection of criteria.
|Defining views and performing actions on Purchasing|
|Create purchase orders||Create purchase orders in Track-It!.||Creating purchase orders|
|Associate a purchase item with a ticket or attachment||Link a purchase order to a ticket for tracking purposes.|
|Add new purchase items||Select purchase items from the list of master items and add them to a purchase order.||Adding purchase items to a purchase order|
|Edit purchase items||Modify details about the purchase items in a purchase order.||Editing details about purchase items|
|Receive purchase items|
Record the receiving of purchase items.
You can record receiving purchase items in full or partially.
|(If authorized) Cancel a purchase order||Cancel a purchase order that is no longer required.||Cancelling a purchase order|