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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.

Salesperson > Manager > VP (conditional) > Client

Info
titlePrerequisite

frevvo Cloud Account or On-Premise software installed with a tenant created. Click to signup if necessary.

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titleStep 2. Upload the Purchase Order Template
  1. Click this link to download the template and save it (PurchaseOrder_app.zip).
  2. Logout of the tenant admin account and login as f_designer@yourtenant designer@<replace with your tenant id> (this user was created by the previous step).
  3. Click the  Upload icon at the top of the Applications page.
  4. Leave all checkboxes unchecked and upload the PurchaseOrder_app.zip file.
  5. Click the Edit button for the Purchase Order application that was created and click the Flows button at left.
  6. Click the  Deploy icon for the Purchase Order workflow.
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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@yourtenanttom@<replace with your tenant id>.
  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 2. Manager
  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_jerry@yourtenantjerry@<replace with your tenant id>.
  3. Select Important Items > Task List. You should see the Purchase Order created above.
  4. Click the  Perform icon.
  5. Review the order (you cannot edit it), enter a Comment and Sign it.
  6. Click the Send to Client button and logout.
  7. The workflow is routed to the Client email address you entered above.

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