1

Is there a way to manually enter quote and purchasing data into the Purchasing system? We don’t use the RFQ function much, and would still like to track our POs and purchases. Thanks!

Tim

3 Spice ups
2

You can’t do this with Quotes, unless you set up the vendor using your email address. You’d then have to raise a RFQ to yourself, then using the link in the email complete the page as a vendor would.

3

Indeed there is. I’m not sure if you are using the new or old help desk. In the old help desk, you can add a purchase to a ticket enter information like PO number, part number, vendor, etc. Then if you go to the purchase list (which should be true of help desk v2 as well) you can add things like vendor order number and a few other fields.

Someone else may need to chime in here, but I do not believe you can create a purchase from a ticket in help desk v2. You can create a purchase in the purchase list and then link to the ticket from there, however.

I find it very helpful to link purchases to tickets to get an overall idea of how much it cost the company to work the ticket.

4

Sometimes I also link purchases to devices. For example, when I purchase printer toner, it is very helpful to add the device to the purchase so I can get a very nice purchase history for that device.

5

NetworkNerd, we are running SW v7.1.00042 - would that include Help Desk v1 or v2?

Thanks everyone for the quick replies.

6

v1 is the bit with Purchase in 7.1

v2 will have it in the next release.