Collaborate overview
Collaborate with stakeholders and keep all relevant communications and attachments i.e. a suppliers trading terms, related to a specific Purchase Order, in one location.
Locating this section in app:
Purchasing>Purchase Orders> select a Purchase Order >CollaborateorPurchasing>Suppliers> select a Supplier> select a Purchase Order >CollaborateorGlobal Search to locate a Purchase Order >
Collaborate
Collaborate page features
Sales Order # and Customer name
Every page has a Purchase Order # and Supplier name at the top of the page.
Action buttons
Each Purchase Order will also have Action buttons; these will differ depending on the stage the Order is at.
Purchase Order action buttons explained.
🗒️ Note: the Close button will close the Order and save changes made.
Search
Utilise Search to find relevant conversations, and attachments.
Create and send messages
Add a message the bottom of the page, and:
Format text with bold, italic, underline, bullets and/or numbers
@ mention collaborators to direct messages to assigned/responsible people
Add signature for proof of delivery, approvals etc
Add attachments (common formats such as PDF, images (JPEG, PNG, GIF, TIFF etc), Word, Excel etc)
Add emojis to personalise
Press Send to share.
🗒️ Note: if you add attachments to any Purchase Order in Collaborate then the attachments will always be attached to the Order.
Editing messages
Messages can be edited:
Select the kebab/other options menu beside a message.
Select
Edit.Make the edits in Add a message field.
Press Enter.
or deleted:
Select the kebab/other options menu beside a message.
Select
Delete.
Messages can be edited, downloaded or deleted by the following users:
Edit | Delete | Download |
A user can edit their own messages and attachments, no-one elses | A user can delete their own messages and attachments, no-one elses | All users can download attachments |