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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 The video at right guides you through installing and using this template or you can follow the steps below.
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|  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. |
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frevvo Cloud Account or On-Premise software installed with a tenant created. Click to signup if necessary. |
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Use Template
Click each step below to expand it.
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- 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.
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