Knowledgebase: New Features
Purchase Order Shortcut
Posted by Meghan Modreck on 17 Feb 2016 09:48 AM

Purchase Order Shortcut

In addition to the shortcut in the More button section of an order, there is now a Create PO button in the ‘Order Frame’ window. This window is only available when the Frame Source field is set to ‘Order’.

From within the Order module:

  1. Set the Frame Source to ‘Order’
  2. Select the bottom Ellipse button next to the Source field
  3. The ‘Order Frame’ window will open
  4. Select the Supplier for the frame
  5. Click the Create PO button
  6. The Purchase Order module will open with the frame that was selected on the order

 

See attachment for steps with screenshots. 



Attachments 
 
 purchase order shortcut.pdf (125.56 KB)
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