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. | |
2 | Manage master items | Create a list of master items. | |
3 | Manage vendors | Create a list of vendors. | |
4 | Manage purchasing module permissions | Assign technicians required permissions to manage assets. |
Where to go from here
After you complete the administrative tasks listed above, technicians can create and manage purchase orders.