Purchase Orders

PDFs

(Roles: Super Admin, IT Manager)

OVERVIEW

PDFs can be boiler plate documents that are printed along with a Purchase Order. PDFs can be uploaded in this section by a Super Admin or a PO Manager. This “library” of standard documents can be selected and attached to the PO by the user.

QUICK TUTORIAL

PO PDF

Create a New PDF

  • Step 1: In the Left Navigation click on ‘Admin’.
  • Step 2: Go to 'Purchase Orders' and click on 'PDF's'.
  • Step 3: Click on 'Create New PDF'.
  • Step 4: Input the 'PDF Name' into the textbox.
  • Step 5: 'Drag and drop' or 'Upload a file from your computer' by clicking the blue button.
    *The program will recognize the 'Page Size' and 'Page Orientation'. Both can be edited.
  • Step 6: Click on 'Save'.

Delete a PDF

  • Step 1: In the Left Navigation click on ‘Admin’.
  • Step 2: Go to 'Purchase Orders' and click on 'PDF's'.
  • Step 3: Click on the 'Trash Bin' icon.
  • Step 4: Click on 'Yes'.