Purchase Order Checklists

Use Checklists to prioritise and track items that need to be completed

Updated over a week ago

Checklists overview

Create Checklists, with Items, to prioritise and track Items that are required to complete a Purchase Order.

Add attachments to Items, track completion, delete Checklists, and save commonly used Checklists as Templates.

Locating this section in app:

  • Purchasing > Purchase Orders > select a Purchase Order > Checklist or

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

  • Global Search to locate a Purchase Order > Checklist

Checklist creation

๐Ÿ“ฝ๏ธ Video clip: creating a Checklist.

Checklist 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: Close will close the Purchase Order saving changes and will leave the status unchanged. Any updates will not pushed through to your accounting package.

Create a New Checklist/s

  • Select Add New to create a new Checklist

  • Update the name of the Checklist

  • Click Enter to add an Item to the Checklist

    • Continue adding Items to track and prioritise work.

Adding Attachments

  • Select the Item you want to add an attachment to > select the paperclip to upload an attachment.

๐Ÿ—’๏ธ Note: a paperclip on the right side of the Item will confirm that an attachment is attached.

Track Completion of Items

Select the radio button aligned to the left of an Item to mark as Completed.

๐Ÿ—’๏ธ Note: Factory will calculate how many tasks are Completed with a timestamp and initials of the User/Team member who completed the task.

View the numbers to the right of the Checklist name for the number of items completed and open Items still to be completed.

๐Ÿ—’๏ธ Note: when you add Items to your Checklist youโ€™ll notice Factory automatically creates a tally of the number of items and how many are completed.

Delete Checklist

Select the kebab/other options menu aligned to a Checklist and select Delete.

Checklist Templates

Save commonly used Checklists as a Template for future re-use, and Add Template to another job, or Delete Template if no longer required.

Save Checklist Template

Select the kebab/other options menu aligned to a Checklist and select Save as Template.

Add Checklist Template

To use a Checklist Template select Templates and choose the required Template from the list.

Delete Checklist Template

Select Templates, from the list of Templates, select the kebab/other options menu > Delete.

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