Quick Start Guide for the iPurchaseOrder Software

We have setup the application for you to view. If you have not received the logins and passwords, contact us.

• The following Logins will be used:
  1. User1 - create the Purchase Order, then after it is approved, mark the items as received.
  2. Supervisor1 - view and approve the Purchase Order.
  3. Poweruser - view and apply payment.
  4. Vendor1 - view the Purchase Order.

We have already setup a company, division, job number, and vendor.

Getting started with iPurchaseOrder:

• Create your First Purchase Order
  1. Click the new purchase order icon in the menu.
  2. From the new purchase order page:
     1. Select a company (Micronet).
     2. Select a division (673).
     3. Select a job number specific to the division.
     4. Select a department.
     5. Select a vendor (Heservices) who will receive the purchase order.
     6. Enter any general notes you want your vendor to see.
     7. Enter any private notes that only you will see - your vendor will never see the private notes.
     8. Click submit.
  3. You will be automatically redirected to the add purchase order detail page. From here, you may enter up to 5 line items at a time for the purchase order. If there are more than 5 line items, just submit the first five items and then click the add purchase order details icon on the confirmation page.
  4. Enter at least one product, enter qty, item number amount, select tax (optional), and discription. Then click submit.
  5. After you have added all the line items you want for the purchase order, you may now view the purchase order by clicking the "View Purchase Order" icon on the confirmation page. You can enter the shipping amount, if any, on the purchase order detail page.
     Note: you cannot print the purchase order until the purchase order has been approved.
  6. Click on the Home icon, to return to the main page. You now have an open Purchase Order.
  7. If the email support option was active, the User's supervisor would be notified a purchase order wqas created and will need to be approved.
  8. Log out as User1

• Approve a Purchase Order
  1. The purchase order can be approved by clicking on the "waiting approval" icon in the table, on the home, view purchase orders, and the view purchase detail page.
  2. Click the view purchase order icon in the menu.
  3. Click the approve purchase order icon and approve the purchase order. Once it is approved, you will be redirected to the purchase order summary page.
  4. The approved icon is now "Purchase Order Approved"
  5. Click on the "View Purchase Order" icon in the table.
     Note: you can now print the purchase order.
  6. Click on the print icon to view how the document (purchase order) will look. This is a duplicate copy, the original is printed by the poweruser.
  7. Log out as Supervisor1.

• View the Purchase Order
  1. The home page will display all open purchase orders. The vendor will not see the purchase order until it has been approved.
  2. Click the view purchase order icon in the menu. This page will display all purchase orders, until they are closed. When the items have been received, the purchase order is closed.
  3. Log out as Vendor1.

• View the Purchase Order
  1. The home page will display all open purchase orders. Click on the thumbs-down icon in the rec'd column in the table. You can only receive items for purchase orders taht have been approved.
  2. You will be redirected to the Received Item Details page. In the table, click on the checkbox for the item you want to mark as received, then click submit. The checkbox will now have a check in it, the item is marked received.
  3. When all the items for the purchase order have been received you can close the purchase order.
  4. Log out as User1.

• View the PowerUser's pages
  1. Click on the "Payments" icon in the menu and apply the apyment to the purchase order you created.
  2. Feel free to view the demo, if you have any questions and/or comments, please email us at info@ipurchaseorder.com.

Thank you for viewing our demo, we look forward to your business.
iPurchaseOrder Development Team