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

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

INTERESTING ARCHITECTURE TRENDS

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WHY ARE THESE TRENDS COMING BACK AGAIN?

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WHAT TRENDS DO WE EXPECT TO START GROWING IN THE COMING FUTURE?

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WHY IS IMPORTANT TO STAY UP TO DATE WITH THE ARCHITECTURE TRENDS?

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WHAT IS YOUR NEW FAVORITE ARCHITECTURE TREND?

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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.