Help Centre

Create PO 2

• Create PO (Web app)
• Create PO (Mobile app)

Create a Change Order 2

• Issue a Change Order (Mobile App)
• Issue a Change Order (Web)

Receive Order 2

• Receive Order (Mobile)
• Receive Order (Web)

Get Quotes 5

• Get Quotes (Web)
• Get Quotes (Mobile app)
• Edit Quote Details
• Review Quotes and Create a PO (Mobile)
• Review Quotes and Create PO (Web app)

In Store PO 2

• Create an In-Store PO (Mobile only)
• Complete In-Store PO (Mobile only)

Create an Expense 2

• Create an Expense (Mobile App)
• Create an Expense (Web)

Create a Requisition 2

• Create a Requisition (Web)
• Create a Requisition (Mobile)

Call a Supplier 1

• Call a Supplier (Mobile app only)

Hold For Release 2

• Hold For Release (Web)
• Hold For Release (Mobile)

Create an Invoice 1

• Create Invoices (Advanced Users on Web Only)

Create Bill of Materials 3

• Create Bill Of Materials (Desktop)
• Create a Bill of Materials (Mobile)
• Bid Levelling

Inventory 5

• View and Manage Inventory
• Restock Inventory
• Creating a Transfer Order (Warehouse ➝ Project)
• Setup Inventory
• Creating an Allocated Transfer Order: Project → Warehouse

Demo Videos 8

• Create PO Demo Video
• Receiving Demo Video
• Get Quotes Demo Video
• In-Store Demo Video
• Expense Demo Video

View all 8

E-Signatures 1

• Purchase Order E-Signatures