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