Users can Create, View and Manage Purchase Orders in the Ready Recruit product!
Follow the steps below to Create, View and Manage Purchase Orders within a Placement Record!
Quick Navigation
Creating a Purchase Order
Navigate to the Placement Record
In the taskbar click
Select Purchase Order from the drop-down
The New Purchase Order modal will appear with the following fields
- Description - Type a name for your purchase order
- Supplier - search for an existing supplier (suppliers are companies with the type/kind applied as a supplier)
- Approver - search for the user approving the purchase order
- Purchase Order Number - The purchase order number
- Date of Supply - Date the items were supplied
- Date of Issue - Date the Purchase order was issued
- Comments - Any comments regarding the Purchase Order
Items (Line Items)
- Description - The description of the item you are purchasing
- Amount - Type in the cost of the item
- Quantity - Select the quantity
- Size - Select the size of the garment being purchased
- Style - Select the style of the garment being purchased
- GST - Select the GST percentage
- Total - Auto calculates based on the amount and quantity
Select multiple line items by clicking on
Remove line items by click on the trash can icon
Once completed click
NOTE: The Approver will receive an email from Ready Recruit notifying them that a purchase order is awaiting their approval
The Purchase Order is now created!
Viewing Purchase Orders
In the information storage panel, click on Purchase Orders
A list of all the Purchase Orders submitted against this Placement Record will be displayed!
Managing Purchase Orders
To edit a Purchase Order, click the Actions button next to the relevant Purchase Order
Select Edit from the drop-down
The Edit Purchase Order modal will appear, update the relevant information and click Save
The Purchase Order is now updated!
To delete a Purchase Order, click the Actions button next to the relevant Purchase Order
Select Delete from the drop-down
This will create a prompt, click OK to delete the Purchase Order
The Purchase Order is now deleted!