Setup
You will need the following permissions in your security group:
Can view purchase orders.
Can create and update purchase orders and dockets.
Can email purchase orders to suppliers.
Click here to learn about permissions and security groups.
How to submit a purchase order to a supplier on iOS
There are two ways to get a purchase order submitted:
Click Email to supplier on the Details tab and in a newly opened window to automatically email the supplier with the attached purchase order.
Click Email to supplier on the Details tab and in a newly opened window to automatically email the supplier with the attached purchase order.
The user needs to have a permission: can email purchase orders to suppliers.
Click the PDF icon in the bottom-right corner to view, download, or share PDF with the supplier outside Uptick.
Click the PDF icon in the bottom-right corner to view, download, or share PDF with the supplier outside Uptick.
When goods are received, the purchase order is automatically marked as Submitted.
How to submit a purchase order to a supplier on Android
There are two ways to get a purchase order submitted:
Click Email to supplier on the Details tab to automatically email the supplier with the attached purchase order.
Click Email to supplier on the Details tab to automatically email the supplier with the attached purchase order.
The user needs to have a permission: can email purchase orders to suppliers.
Click the PDF icon in the bottom-right corner to view, download, or share PDF with the supplier outside Uptick.
Click the PDF icon in the bottom-right corner to view, download, or share PDF with the supplier outside Uptick.
When goods are received, the purchase order is automatically marked as Submitted.
