iLab Help > Core Admin > Billing & Invoicies
 

how do i Enter in a Customer's purchase order for Tracking charges against that PO?

On the Core’s Purchase Order (PO) tab.

STEP 1: Click Add new PO.

From the core’s homepage, click on the PO tab, then the Add new PO button. (Figure 1) 

Figure 1: Add new PO.

STEP 2: Select the person for whom you'd like to create the purchase order record.

Then click Proceed. (Figure 2) 

Figure 2: Select the owner of the PO.

STEP 3: Enter PO Information.

Enter PO number, initial amount, and expiration date for the PO. Then select a PO to upload. Click Save purchase order. (Figure 3)

Figure 3: Enter PO information.

The newly created PO record will now display on the purchase order list view. (Figure 4) 

Figure 4: New PO now displays on the PO tab list view.

Once the PO is entered, it will be available for the user to select when adding service requests, charges and reservations into the system. 

STEP 4: Share the PO.

You may choose to share this PO with other group members. Open the PO and click the Edit button. Then navigate to the Shared With Other Group Members section. Click the Group Members arrow to display a list of possible associates. You may select users individually or select them all. (Figure 5)

 Figure 5: Share with group members

Figure 5: Share with group members


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