APP: Purchase Orders

APP: Purchase Orders

A purchase order is a legal document that is issued by the buyer to the seller indicating what goods or services they wish to buy. It should include as a minimum the quantity and price of the goods or services.

The QicWorks companion app operates in offline mode. Should you be creating a purchase order and have lost signal, the app will assign a temporary purchase order number. This temporary number is then linked/shown when synchronisation occurs, next to the offical purchase order number.

Permissions

To have access to the QicWorks companion app you must have Mobile App account level or above. Anyone with these permissions can create a Purchase Order.

Jobs and their Tasks must have a status of Available to have purchase order raised against them.

To create Purchase Orders within the companion app you must have this feature set as activate within the webserver. For more details see Account Settings - Mobile Application.

Click on More on the main menu. Click on Purchase Order button.

Purchase Order - Blank Home
On first login you will see the following screen.

A  Back Arrow: Click to return to app Home Screen.
B  Help Menu: Click to access help or Log out.
C  Add Purchase Order: Click to create a new Purchase Order.
D  Main menu: Click on icons to navigate between Home, Time, Work, Forms and More.

Purchase Order - Home with Orders
Once you have created your first and subsequent purchase orders , you will see the following screen.

A  Back Arrow: Click to return to app Home Screen.
B  Help Menu: Click to access help or Log out.
C  Purchase Order Details: Synced Order Example - Details including temporary and synced order number, date created, value, status, Supplier and costing details.
D  Edit Icon: Click to open this Purchase Order in edit mode. 
E  Sync Icon: Click to resync this Purchase Order with the webserver.
F  Download Icon: Click to download a copy of this Purchase Order to the device.
G  Email Icon: Click to share a  email a copy of this Purchase Order to the Supplier.
H  Delete Icon: Click to delete this Purchase Order from the device.
I    Purchase Order Details: Draft Order Example - Details including temporary order number, date created, value, status, Supplier and costing details.
J  Edit Icon: Click to open this Purchase Order in edit mode. 
K  Delete Icon: Click to delete this Purchase Order from the device.
L  Add Purchase Order: Click to create a new Purchase Order.
M  Main menu: Click on icons to navigate between Home, Time, Work, Forms and More.


For details on how to create purchase orders within the app see: APP Action: Create a Purchase Order
To see where these costs appear within the webserver see: Purchase Orders


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