...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
| Section |
|---|
| Column |
|---|
| 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 The video at right guides you through installing and using this template or you can follow the steps below.
|
| Column |
|---|
|  Image Added
Install and try out the Purchase Order template in less than 10 minutes. Follow the Tutorial Video by clicking on the image above. |
|
| Info |
|---|
|
frevvo Cloud Account or On-Premise software installed with a tenant created. Click to signup if necessary. |
Install Template
Click each step below to expand it.
| Expand |
|---|
| title | Step 1. Create Users and Roles |
|---|
|
| Insert excerpt |
|---|
| Create Users/Roles |
|---|
| Create Users/Roles |
|---|
| nopanel | true |
|---|
|
|
...
Use Template
Click each step below to expand it.
| Expand |
|---|
|
- Go to the space you just created using the URL you copied in Step 3 of the installation above.
- Click Login and login as f_tom@<replace with your tenant id>.
- Select the Purchase Order workflow from the Purchase Order menu.
- In the form that shows up, fill in the required fields.
- Make sure to use an email address that you have access to.
- Make sure that the Grand Total is less than $10,000 otherwise the workflow will route to the VP for additional approval.
- 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.
- Logout.
|
...
