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
To view a purchase order:
On the Purchase Orders dashboard, click on the PO# for the purchase order that you want to see
On the purchase order’s page, you can update the following information:
Purchase Order #
Date Issued
Department
Description
Item Line #, Qty, Rate, Amount, and Invoice #
To update a purchase order:
From the left-side navigation, click the dropdown menu
Select the name of the project that you want to see purchase orders for
In the project dashboard’s Purchase orders overview, click View POs
Click the PO# for the PO that you want to see details for
Click on any of the editable fields on the PO page
Click the Save button when you’re done
Select a project, then click View POs.
