Notes

(Roles: Super Admin, IT Manager)

OVERVIEW

Notes can be boiler plate verbiage that are printed within the body of a Purchase Order. Notes can be entered in this page by a Super Admin or a PO Manager in one block of text or line by line. This “library” of standard verbiage can be selected and pasted into the PO by the user.

QUICK TUTORIAL

Instructions

Create New Notes

• Step 1: In the Left Navigation click on ‘Admin’.

• Step 2: Go to 'Purchase Orders' and click on 'Notes'.

• Step 3: Click on 'Create New Note'.

• Step 4: Input the New Notes into the textbox.
• Step 5: Click on 'Save'.

Delete Notes

• Step 1: In the Left Navigation click on ‘Admin’.

• Step 2: Go to 'Purchase Orders' and click on 'Notes'.

• Step 3: Click on the 'Trash Bin' icon.

• Step 4: Click on 'Yes'.