Site Manager and Site Staff 'Purchase Order' sub-tab access

Site Manager and Site Staff 'Purchase Order' sub-tab access

Site Managers and Site Staff with RAVE's 'Finance' permission, have access to a project's Purchase Orders sub-tab allowing them to view purchase orders attached to current project's in the business i.e. so they can see what they need to pick up from a merchant.  

Site Managers with 'Finance' permission can also:

• Create a single Purchase Order - via the sub-tab's 'Add a Purchase Order' button, and then
  - Load instructions from a branch template
  - Save lines as a Purchase Order template for future use
  
  
• Load a single (or multiple) Purchase Orders from a CSV upload - via the sub-tab's 'Load from CSV File' drop-down option
• Edit an existing Purchase Order via the purchase order's edit icon - via the 'pencil' icon to the right of the purchase order line

And via the purchase order's 3 dot action drop-down, to the right of the purchase order line, Site Managers can:

• For approved Purchase Orders
   - Print the purchase order
   - Forward a copy of the purchase order request email to another office or site staff member
   - Cancel a purchase order

• For Pending Purchase Orders

- Print the purchase order  

- Mark a pending purchase order as approved  

- Delete the pending purchase order

For step-by-step instructions on how to do any of the above, refer to our RAVE FMS Purchase Order FAQ's here.