How can I add Purchase Orders into my Visit?

Purchase orders can be added to the visit from 5 different screen.

1- From the Dashboard screen;

• Click thebutton at the lower right of the dashboard screen.
• Click the New Visit button.
• Click on the client you want to add purchase orders.
• Click thebutton at the bottom right of the New Visits tab, then click the Purchase Orderbutton.
• From this screen, you can add due date,note and signature to your purchase order.
• Click thebutton at the bottom right to add items to your purchase order.
• On the Add Items page, enter the product and quantity information that the client want to order and click the CONFIRMbutton.
• To get approval of the purchase order, receive the signature from the client by clicking the Add Signature button.
• Click the CONFIRMbutton on the top right after the purchase order is completed.

2- From the Clients screen;

• Sign in to FieldPie and click the Clients button from the upper left menu.
• Click the START VISIT button of the client you want to add purchase orders.
• Click thebutton at the bottom right of the New Visits tab, then click the Purchase Orderbutton.
• From this screen, you can add due date, note and signature to your purchase order.
• Click thebutton at the bottom right to add items to your purchase order.
• On the Add Items page, enter the product and quantity information that the client want to order and click the CONFIRM button.
• To get approval of the purchase order,receive the signature from the client by clicking the Add Signature button.
• Click the CONFIRMbutton on the top right after the purchase order is completed.

3- From the Visits screen;

• Sign in to FieldPie and click the Visits button from the upper left menu.
• Click the  button at the lower right.
• Click on the client you want to add purchase orders.
• Click the  button at the bottom right of the New Visits tab, then click the Purchase Orderbutton.
• From this screen, you can add due date, note and signature to your purchase order.
• Click the  button at the bottom right to add items to your purchase order.
• On the Add Items page, enter the product and quantity information that the client want to order and click the CONFIRMbutton.
• To get approval of the purchase order, receive the signature from the client by clicking the Add Signature button.
• Click the CONFIRMbutton on the top right after the purchase order is completed.

4- From the Plans screen;

• Sign in to FieldPie and click the Plans button from the upper left menu.
• Click the visit assigned by your site manager.
• Click the RESUME button of the client you want to add purchase orders.
• Click thebutton at the bottom right of the New Visits tab, then click the Purchase Orderbutton.
• From this screen, you can add due date, note and signature to your purchase order.
• Click thebutton at the bottom right to add items to your purchase order.
• On the Add Items page, enter the product and quantity information that the client want to order and click the CONFIRMbutton.
• To get approval of the purchase order, receive the signature from the client by clicking the Add Signature button.
• Click the CONFIRMbutton on the top right after the purchase order is completed.

5- To add purchase orders into your visit which has an opportunity: From the Opportunities screen;

• Sign in to FieldPie and click the Opportunities button from the upper left menu.
• On that page, you can access your clients who have opportunities.
• Click the START VISIT button of the client you want to add purchase orders.
• Click thebutton at the bottom right of the New Visits tab, then click the Purchase Orderbutton.
• From this screen, you can add due date, note and signature to your purchase order.
• Click thebutton at the bottom right to add items to your purchase order.
• On the Add Items page, enter the product and quantity information that the client want to order and click the CONFIRMbutton.
• To get approval of the purchase order, receive the signature from the client by clicking the Add Signature button.
• Click the CONFIRMbutton on the top right after the purchase order is completed.