This tip is for users of the BOOST system that want to use the purchase order functionally to create new purchase orders and for the back office to manage all purchase orders. This tip assumes that Purchase Order functionality has been configured as explained in Adding support for purchase orders.

Step-by-step guide non registered users wanting to request new purchase orders:

To be able to place purchase order requests without being a registered user of the system, you must have been given an request url by someone from the back office.

  1. Enter the URL for creating new Purchase orders:

    Screenshot of purchase order form

  2. Fill in the required information and press save.
  3. That’s it!

 

Step-by-step guide for registered users wanting to request new purchase orders:

You need to be a registered user of the system and also be a member of the Employees department.

  1. Log into the system.
  2. Select the Purchase Order form from the list of forms
  3. Now click the New link from the left hand menu and you will see an empty purchase order form:

    Screenshot of purchase order form

  4. Fill in the required information and press save.
  5. That’s it!

 

Step-by-step guide for back office employees wanting to manage purchase orders:

You need to be a registered user of the system and also be a member of the Finance department.

  1. Log into the system.
  2. Select the Purchase Order form from the list of forms
  3. Now click the Workflows link from the left hand menu and you will see the list of New purchase orders and a list of Ordered items:
  4. You can now browse the New Purchase orders (if there are any).
  5. If you open the order, you can edit the data in the admin module.
  6. If you decide to place the order, you can enter an order date and set the status to ordered. (You can also add additional information in the Notes section for example an email address of a contact person at the company where you placed the order, should you need to contact them).
  7. If you now press the save button, the purchase order will disappear from the new list and appear in the ordered list.
  8. When the order is finally delivered, you can enter the delivery date and set the status to delivered.
  9. The purchase order will now be removed from the Ordered list and the workflow is complete for this purchase order.
  10. That’s it.