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The Purchase Order template is a  workflow that routes from a salesperson to his/her manager for approval and optionally a VP if the PO is greater then $10,000. Finally, it routes to the Client for electronic signature.

Info
titlePrerequisite

frevvo Cloud Account or On-Premise software installed with a tenant created.

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titleStep 3. Create a Space

A space is a built-in portal that's very easy to create and makes it easy to test your workflow.

  1. Make sure you have deployed your workflow at the end of Step 2 above.
  2. Click the Spaces link at left. Click the Image Modified New icon. Enter Portal as the Space Id and click Create.
  3. Click the Image Modified Edit icon on the Space Home page. 
  4. Click the Image Modifiedicon to hide the left panel.
  5. Click the Image Modified save and exit icon to save the changes to your space.
  6. Click the Image Modified Share icon. Copy the share URL for your space and save it.
  7. Logout of the f_designer account.

Use Template

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titleStep 1. Salesperson
  1. Go to the space you just created using the URL you copied in Step 3 of the installation above.
  2. Click Login and login as f_tom@yourtenant.
  3. Select the Purchase Order workflow from the Purchase Order menu.
  4. In the form that shows up, fill in the required fields.
    1. Make sure to use an email address that you have access to.
    2. Make sure that the Grand Total is less than $10,000 otherwise the workflow will route to the VP for additional approval.
  5. Sign the Section and click Send to Manager. The workflow is routed to Tom's manager Jerry (f_jerry) and a notification email is sent.
  6. Logout.

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titleStep 3. Client
  1. Check your email and click on the link in the email. If you do not receive an email, make sure that the Grand Total was less than $10,000.
  2. The Purchase Order will show up immediately. You do not need to login.
  3. Review the information, accept the PO, sign and Submit.
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titleStep 4. Sales Review
  1. Check your email and click on the link to the space above or simply go to the URL you copied in Step 3 of the installation above.
  2. Login as f_tom@yourtenant.
  3. Select Important Items > Task List. You should see the Purchase Order created above.
  4. Click the Image Removed Perform icon, review and Finish the workflow.
  1. click Send to frevvo Inc.

 

 

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titleStep 54. View final PDFs sent in email

Two separate emails are generated when the workflow ends.

  1. The Salesperson (Tom) receives an email with the PO attached.
  2. The Client receives a different email with the PO attached as a receipt.