Purchasing Settings
How to Setup Material Receipts
Follow the below steps to Setup Material Receipts Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Purchasing Setting Number of Receipt Approvals Required: You can choose up to 2 individuals to approve the ...
How to Setup Load Docket Settings
Follow the below steps to Setup Load Docket Settings Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Purchasing Setting Number of Load Docket Approvals Required: You can choose up to 2 individuals to ...
How to Edit Pricebook Settings
Follow the below steps to Edit Pricebook Settings Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Purchasing Setting Click on Pricebook Settings Click on the 3 dots on the left side of the Pricebook ...
How to Add Pricebook Settings
Follow the below steps to add Pricebook Settings Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Purchasing Setting Click on Pricebook Settings Click on the Add a Record button or + sign Enter the Name ...
How to Edit Catalogue Type
Follow the below steps to Edit the Catalogue Type Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Purchasing Setting Click on Catalogue Type Click on the 3 dots on the left side of the Catalogue Type ...
How to Add Catalogue Types
Follow the below steps to add Catalogue Types Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Purchasing Setting Click on Catalogue Types Click on the Add a Record button or + sign Enter the Catalogue ...
How to Setup Purchase Order
Follow the below steps to Setup Purchase Order Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Purchasing Setting Purchase Order Prefix: You can add a prefix at the beginning of the Purchase Order Number ...
How to Add Drop off Points
Drop-off points refer to designated locations where site materials, tools or waste can be dropped off or collected Follow the below steps to add Drop off Points Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and ...
How to Edit Site Materials
Follow the below steps to Edit Site Materials Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Purchasing Setting Click on Site Materials Click on the 3 dots on the left side of the Site Materials Click on ...
How to Add Site Materials
Site materials refer to the various materials and supplies used in a project. Load dockets in a construction company typically serve as documentation for Site materials being delivered or removed from a site. Follow the below steps to Add Site ...
How to Edit Expense Type
Follow the below steps to Edit Expense Type Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Purchasing Setting Click on Expense Types Click on the 3 dots on the left side of the Expense Type Entry Click ...
How to Add Expense Type
Expense Types refer to different categories or classifications of expenses incurred by individuals or organizations Follow the below steps to Add Expense Type Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and ...