Additional actions
Open the purchase orders window. In the upper right corner, you will see the following buttons:
1. Click Actions to select the desired function:
Duplicate. This allows you to copy all the data into a new purchase order — creation date and time, supplier, delivery date, invoice, warehouse, and the list of added products.
Make changes if necessary, and save the new order.
Print order.
2. Click on the dialog button and select the communication method. You can:
call;
send a message to the supplier via WhatsApp, Viber, or SMS;
email the supplier, with the option to attach a PDF file (to attach a file, check the “Add printed document” checkbox in the email window);
send a message in the chat (if you already have one with the contact);
Initiate a new chat.
Please note: if the contact does not have an email address and/or the communication consent checkbox is not selected, the send email button will not be displayed in the purchase order to the supplier. The same applies to WhatsApp, Viber, and SMS.
All messages and emails are recorded in the order event feed.
Event feed
On the right side of the purchase order document dialog box, there is an event feed for this document, which works similarly to the event feed for orders, estimates, etc., and displays employee actions.
Events cannot be deleted from the feed, so you can see everything that has happened with the purchase order.
The following events are recorded here:
Date and time of document creation;
Change of document status;
Setting or changing a supplier;
Change in the amount of products;
Creating postings from this purchase order document.
When you hover over an event, you can see the date, time, and name of the employee who performed this action.
In the event feed of the purchase order, you can perform the following actions:
1. Create a task, add a photo or file. To do this, click on the “+” icon at the bottom and select the desired action:
Take a photo — allows you to take a photo using your webcam
Attach a file — allows you to add an image or document from your PC
Create task — allows you to create a task that will be linked to this purchase order
Important: the file size can be up to 5 MB, format: JPG or PNG.
2. Add a public or private comment. To do this, simply start typing at the bottom of the event feed.
By default, comments are public, but if necessary, you can click on the eye icon to make the comment private.
Public comments are visible to all employees who have access to the purchase order to the supplier. Private comments can only be seen by the employee who wrote them, regardless of access rights. For convenience, private comments are highlighted in yellow.
💡 Pressing the Enter key will send the comment, while pressing Shift + Enter will move to the next line.
To delete a comment, click on the trash can icon next to it. The comment will not disappear, but will be crossed out, allowing you to keep the full history and view even outdated entries.
At the top, there is a switch that allows you to view “All events” or only “Comments”.
If necessary, you can hide and expand the event feed. To do this, click on the collapse line.
