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Purchase Orders
Collaborating over a Purchase Order
Collaborating over a Purchase Order

Collaborate with stakeholders, over a Purchase Order, and keep all relevant information in one location.

Updated over a week ago

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 > Collaborate or

  • Purchasing > Suppliers > select a Supplier> select a Purchase Order > Collaborate or

  • Global Search to locate a Purchase Order > Collaborate


Collaborate page features

Every page has a Purchase Order # and Supplier name at the top of the page.

Each Purchase Order will also have Action buttons; these will differ depending on the stage the Order is at.

๐Ÿ—’๏ธ 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.


Editing messages

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


Linked resources

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