Step by Step
A new window will open with information to fill in:
Internal and External ID
Warehouse (in case you're purchasing materials)
Associated with (work order, planned job order)
List of items (with respective quantity, price, VAT, discount)
If you wish, you can send the purchase by email. By clicking on “Send by email”, a new window will open on the right side, which will generate an automatic email to a pre-defined contact with the description you want, and will also send the purchase report as an attachment. You can also extract the purchase report by clicking on “Reports” at the top of the page
As the Materials are linked to the Stock Management Module and its warehouses, after closing the order, the materials purchased will be reflected in the number of available stock units.