Tip: Request PO Number
July 11, 2018 General,Product Tips,
Did you know in TimeTrak Professional that there is the option to request a purchase order number from Job Managers to ensure all jobs have order numbers against them?
To enable this a TimeTrak Professional user (usually an administrator) would need to have the below setting enabled against their profile in the TimeTrak Administrator Console:
Once this is enabled and the website is refreshed, users against this profile will have the below “Request PO No” report available
On running this report you can filter by job manger, job status etc. There is the option to only show jobs that do not have a PO number against them therefore showing only the jobs that require action.
You can choose single or multiple jobs, and then click the request Order Number button.
This will send an email to the job managers email address (the email address is specified against the staff user in Exo Config) requesting a purchase order number.
Note: Only one email will be sent per a job manager with a list of all the job numbers they are the job manager for that require an order number.
The email that is sent is not a TimeTrak template and is unable to be formatted therefore this would be recommended for internal business use only.
If you have any further questions please contact the TimeTrak team via email: support@timetrak.co.nz or phone NZ: 0800 12 00 99 AU: 1800 60 80 77
Search
Categories
Tags
Latest Entries
Job Quote Line Narrations Displayed in TimeTrak APP
June 22, 2023
TimeTrak – Jobs
June 13, 2023
TimeTrak – Tasks
May 23, 2023
Access TimeTrak data for reporting
April 24, 2024
CC and BCC in Scheduled Events
April 23, 2024
Increase and Decrease TimeTrak licensing from TimeTrak Professional
March 28, 2024
TimeTrak Newsletter – October2023
February 13, 2024
Customisations of Tool Tips
February 7, 2024