Purchase orders (POs) are permission based
To access POs in Wrapbook, your account must have one of the following roles enabled:
Role: Company Admin, Company Manager, Project Coordinator
Custom role with: Purchase orders - Full access, Manage
If you have workers who need to generate POs during a production, you can enable them from the project’s Purchase Orders page.
When a project worker is allowed to create POs, they can:
Create new POs
View POs they’ve created
See the total dollar amount of their POs
See POs that are awaiting invoice, paid, and unpaid
Export POs to HotBudget or Showbiz
To allow workers to create POs:
From the left-side navigation, click the dropdown menu
Select the name of the project that you want to enable worker purchase orders for
In the project dashboard’s Purchase orders overview, click View POs
On the Purchase Orders page, click the Enable workers button
In the Enable Purchase Orders for Workers popup, click the checkbox next to each worker you want to enable
When you’re finished making your selections, click the Save Permissions button
Select a project, then click View POs.
Click Enable Workers
Select the workers and then click Save Permissions