Managing Purchasing
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.
Task | Action | Reference |
|---|---|---|
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. | |
Create purchase orders | Create purchase orders in Track-It!. | |
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. | |
Edit purchase items | Modify details about the purchase items in a purchase order. | |
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. |