Purchases
Canceling a Purchase Order
If you accidentally created a purchase order or if the ordered items are no longer needed, you can cancel it. A purchase order that is created, approved, or ordered can be canceled. However, you cannot cancel a purchase order after the items have ...
Reconcile Assets in Purchase Orders
Merge two workstations that were duplicated in the purchase order. Role Required: SDAdmin, Technicians with Edit permission for Purchase When the items are received, if you have accidentally received the same item twice, you can reconcile it. ...
Purchase Order Notifications
Notification rules are helpful when an event has to be notified to the technicians. Say, when a purchase order is overdue, technicians can be notified with an email automatically from the application. Enable Notification Rules Role Required: SDAdmin, ...
Email the Vendor
Notify or enquire about the purchase order to the vendor. Role Required: SDAdmin; Technicians with Edit permission for Purchase In the purchase order details page, click Actions > Email the Vendor. A Send email form is opened in a separate window ...
Email the Purchase Order Owner
Notify the owner of the purchase order regarding the purchase via email. Role Required: SDAdmin; Technicians with Edit permission for Purchases. Go to the Purchases module and open your preferred purchase order. In the purchase order details page, ...
Print Purchase Orders
Role Required: SDAdmin; PurchaseConfig; Technicians with View permission for Purchase Go to the Purchases module. Open the purchase order you wish to print. In the purchase order details page, click Print displayed on the top of the page. On the ...
Add Payment Details
Role Required: SDAdmin; Technicians with Edit permission for Purchase Once the approvers approve the purchase order, you can add the payment details. Go to the Purchases module and open your preferred purchase order. In the purchase order details ...
Add Invoice Details
Role Required: SDAdmin; Technicians with Edit permission for Purchase. Once the approvers approve the purchase order, you can add the invoice details. To add the invoice details, Go to the Purchases module and open your preferred purchase order. On ...
Receive Purchase Order Items
Receive the ordered assets, components, or consumables from the vendor. When the purchase order items are ready to be received, you can record the details of the received items in the Purchase module. These assets will automatically be added under ...
Order Purchase Items
After the purchase order is approved, you can order the items. You can also send an email notification to the vendor of the order approval. Role Required: SDAdmin, Technicians with Edit permission for Purchase To order the purchase order, Go to the ...
Approvals in Purchase Orders
All purchase orders must be approved before they can be ordered. You can configure multiple and multi-stage approvals for purchase orders in the Approvals tab within a purchase order. In most organizations, a purchase order must be authorized by a ...
Edit or Delete a Purchase Order
Edit Purchase Order Role Required: SDAdmin, Technicians with Edit permission for Purchase. To edit a purchase order, Go to the Purchases module. Click on the purchase order in the list view and click Edit. Alternatively, you can access the Edit ...
View Purchase Order Details
Role Required: SDAdmin, SDGuest, Technicians with View permission for Purchase After raising a purchase order, you can track its updates, approval status, invoice, payment, related conversations, and more from the purchase order details page. To view ...
Create a New Purchase Order
Role Required: SDAdmin, Technicians with Add permission for Purchase. To create a new purchase order, Go to Purchases. Click New Purchase Order. Alternatively, you can go to Quick Actions > Purchase Order. The New Purchase Order form will be ...
Purchase Views
Purchase filters help you view purchase orders in organized categories. This makes it easy to identify and track purchase orders. Role Required: SDAdmin, SDGuest, Technicians with View permission for Purchase You can view purchase orders (POs) in the ...
Introduction to Purchases
The Purchases module streamlines the procurement of required assets, components, software, service, etc. It is closely linked with inventory management. In AssetExplorer Cloud, you can set up vendor information, the products provided by vendors, and ...