Questions by Category: "Purchase orders"

One of the coolest feature in the Supply Chain Apps is that one can customize the name of the PDF attachments, while composing and sending out emails from Apptivo. For instance: Conside...more

List Layout settings in Purchase Orders App allows you to customize your fields in your preferred way. You can easily access your preferred section to save your custom views. In order t...more

You can customize your PDF document to look more professional using the option "Header and Footer."  This feature allows you to add your desired information or description in the heade...more

We are owed to inform you that we are currently working with Xero to increase the sync limitations. There are a few concerns with sync pertaining to Xero and Apptivo. Xero is cloud-base...more

Xero is cloud-based accounting software that can be integrated with Apptivo and the data can be synced. By this integration, you can now create and sync the Purchase Orders with Xero. Y...more

Purchase Orders App allows you to create taxes manually by customizing "Taxes" tab which is provided in Purchase Orders settings. The Purchase Orders App allows you to create both Singl...more

Purchase Orders App allows you to create taxes manually by customizing "Taxes" tab which is provided in Purchase Orders settings. The purchase Orders App allows you to create both Singl...more

Purchase Orders App allows you to create your custom templates which will be used to generate PDF versions of your Purchase Orders. It will indicate the product/items, quantity and agre...more

Apptivo Purchase Orders App gives you the ability to perform specified actions to more than one purchase order simultaneously. These bulk actions are available in almost all the list vi...more

Homepage is the page that appears first when the user access the app. Purchase Orders App allows you to customize the homepage you want as default. For instance, a Sales Manager wants o...more

The item can have both price and standard cost with it. The supplier cost specifies the cost to your business. Price The "Price" field is to enter selling price of an item in Items App....more

You can overview a Purchase Order which is created. In overview page, you can view "Print PDF" option which allows you to print a purchase order. Steps to Print Purchase Orders Log in ...more

This setting in the Kit Orders App allows you to automatically create a Purchase Order for every Kit Order created. For instance, an employee creates a Kit order for the customer Web Se...more

Quick links is a feature which is similar to a shortcut link that guides you for reference. You can add your own quick links by customizing the settings. It can be accessed immediately ...more

Views are the filters found on the left side menu of the home dashboard. It can be configured as per your needs. Steps to Configure Views Log in and access Purchase Orders App from you...more

Tags in Purchase Orders App allows you to easily group your created Purchase Orders according to your own preferences by giving it a label. This helps you to easily filter the specific ...more

Message templates allow you to setup pre-defined messages. These are customized email messages that you can send to your customers. Steps to Create Message Templates Log in and access P...more

Custom Attributes Custom attributes are the common features for all apps. These are like business attributes which supports you to customize your business with the custom fields. They c...more

Apptivo provides Grouping attribute option to import the table attribute data. Grouping attribute takes the attribute values and puts them into groups, with each group given a unique na...more

Purchase Orders App’s Payment method provides you a set of standard payment outlets for your customer payments. Apart from that, you can add your own payment method if you would like....more

The Purchase Orders App allows you to create all the items you are going to buy from the supplier. This will help you to associate with supplier invoices and supplier payments. Steps to...more

Triggers empower you to automate actions increasing effectiveness and ensure the business process does not slip through. With every trigger you set up, you can characterize a sequence o...more

The view feature is standard, but the views can filter & display any custom fields that you have configured for your business in the Purchase Orders App. Some default views are prov...more

The Purchase Orders app allows you to create all the items you are going to buy from the supplier. This will help you to associate with supplier invoices and supplier payments. Steps to...more

In Purchase Orders App, for every purchase order, the number will be generated for reference purpose. This number can be manually recorded or automatically generated. You can also set ...more

Purchase Orders App allows you to configure the collaboration in your own way. This will secure the common activities tabs in each object, based on the access privilege. For instance: C...more

The line number must be auto-generated. This can be enhanced with the counter attribute and give an option available to add an attribute in the prefix section. Each line numbers are uni...more

A Purchase Order once issued, becomes a contract to deliver the products at the specified price. Once the order is placed, the Item tax is included and the supplier is obligated to acce...more

Generating barcode can be used to scan the generated barcode from the printed Purchase Orders or Orders and it would deliver the Purchase Order or Order number to the device that it is ...more

At first, enable "By Queue" menu settings  in left navigation panel through Views in Settings Steps to View Purchase Orders Assigned to My Employees Log in and access Purchase Orders ...more

The Purchase orders app has numerous settings that allows you to fine-tune the way the app functions. To configure, the app.  Log in to Purchase Orders App from universal navigation me...more

Whenever an kit order is created, a purchase order will be generated automatically which can be converted into an supplier invoice and gross profit can be shown easily. Because, by defa...more

In Purchase Orders App, “By Queue” views are found on the left side navigation of the home dashboard. You need to configure views settings in order to create and display this view t...more

If you were added in any of the team(s)  then you would view the team name(s) under my team. You cannot find the team names if you were not in the team. At first enable "By Queue" menu...more

The Purchase Orders app allows you to create all the items you are going to buy from the supplier. This will help you to associate with supplier invoices and supplier payments. Steps to...more

Purchase Orders are essential for the seller to know about the intention of the buyer. It will indicate the product/items, quantity and agreed price for which the buyer makes an order t...more

Apptivo allows you to customize the auto-generating Purchase Order Number format i.e., Prefix and Starts With Number to suits your business practices.    To change the Purchase Order ...more

Xero is cloud-based accounting software that was developed specifically for small and medium-sized business. You can integrate the Apptivo Invoicing app with Xero. You have to first aut...more

You can cancel the purchase orders that are created by using "Cancel" option. If you don’t wish to cancel a purchase order and you just want to make an edit it can be done by using "E...more

Purchase Orders App allows you to perform simple search. Simple Search Simple search allows you to search using a single search field located in the header bar.  Simple search takes on...more

Purchase Orders App allows you to reuse the existing purchase order’s details by duplicating a purchase order. Instead of creating a new purchase order with the same supplier informat...more

You can view all the created Purchase Orders in "Created" tab. There will be a edit icon provided near each purchase orders by using that, you can make changes you need. Steps to Edit P...more

At first, enable "By Queue" menu in left navigation panel through Settings-->Views-->By Queue Steps to View Purchase Orders Assigned to Me Log in and access Purchase Orders App f...more

News Feed By default each and every event will be displayed in news feed on the purchase orders app home dashboard. This significant feature is common in every app. You can stop display...more

Purchase orders are essential for the seller to know about the intention of the buyer. It will indicate the product/items, quantity and agreed price for which the buyer makes an order t...more