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.
Install and try out the Purchase Order template in less than 10 minutes. Follow the Tutorial Video by clicking on the image above.
Install Template
Click each step below to expand it.
Step 1. Create Users and Roles
Step 2. Upload the Purchase Order Template
- Click this link to download the template and save it (PurchaseOrder_app.zip).
- Logout of the tenant admin account and login as f_designer@<replace with your tenant id> (this user was created by the previous step).
- Click the Upload icon at the top of the Applications page.
- Leave all checkboxes unchecked and upload the PurchaseOrder_app.zip file.
- Click the Edit button for the Purchase Order application that was created and click the Flows button at left.
- Click the Deploy icon for the Purchase Order workflow.
Use Template
Click each step below to expand it.
Step 1. Salesperson
- 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.
Step 2. Manager
- 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.
- Login as f_jerry@<replace with your tenant id>.
- Select Important Items > Task List. You should see the Purchase Order created above.
- Click the Perform icon.
- Review the order (you cannot edit it), enter a Comment and Sign it.
- Click the Send to Client button and logout.
- The workflow is routed to the Client email address you entered above.
Step 3. Client
- 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.
- The Purchase Order will show up immediately. You do not need to login.
- Review the information, accept the PO, sign and click Send to frevvo Inc.
Step 4. View final PDFs sent in email
Two separate emails are generated when the workflow ends.
- The Salesperson (Tom) receives an email with the PO attached.
- The Client receives a different email with the PO attached as a receipt.