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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.

Related topic

Using-For-technicians

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.


 

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