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To set an item

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[Finances Management] To set an item

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  • Admin > Finances Management > Purchase History Management
  • You can create an item in the purchase request document.
  • You can modify and delete the items in the purchase request document.

 

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STEP 1 Browse to the Purchase History Management page

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  • Access Docswave > Admin > Finances Management > Purchase History Management

 

STEP 2 To create/order items

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  • You can create a new item by clicking the + icon to the right of Item Management. 
  • Enter the name of the item in the space created at the bottom and click the check button on the right.
  • Click and hold the three-line icon to the left of the item name to move it to the desired location.
  • After moving to the desired location, you can save the location by clicking the Save button at the bottom.
  • Items created and moved can be checked directly in conjunction with the purchase request amount, and the purchase request will be linked with the next draft.

 

STEP 3 To modify/delete an item

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  • Touch and mouse over the item you want to modify to activate the pencil-shaped correction button on the right.
  • You can modify the item name by clicking the Modify button.
  • Modified/deleted items can be checked directly in conjunction with the purchase request amount, and the purchase request will be linked to the next draft.
  • If you want to delete an item, uncheck all other items, and then click the trash can icon at the top with only the items you want checked.
  • Deleted items are also excluded from the purchase request amount and will not be added together and will not be restored. However, the previous Purchase Request document remains.

 

 

 

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