This article will walk you through how to link an item/resource on a Docket to a Purchase Order using the Docketbook website.
When creating a Docket from a Purchase Order, you will have the items/resources from the Order already on the Docket for you to add the QTY amount to. If the item/resource is not linked to the Order, you will have a red icon symbol next to the resource which will let you know.
To be able to see this symbol and link you will need to have Docketbook user access as "Super User" or "Administrator". For more information on user roles, click the help page link below.
To link an unlinked item/resource on the Docket follow the steps below.
1. In the Dockets tab, you can open the Docket and scroll down to the bottom of the Docket section to see items. You can then see the specific Resource/Item that is unlinked to the Order. From here you can then select the "Details" button.
2. Inside the Docket you can then click the Link button under the Items section and follow the prompts 
If there is no Resource available to link to on the Order, you will need to add the missing item before proceeding to relink. For detailed instructions on how to do this, please refer to the help page linked here: How to Edit a Order - Items/Resources - Web View
For more information on Creating Orders or Creating a Docket from a Order, click the help page links below.
- Create a New Order on Docketbook Website
- How to create a Docket from an Order - Web View
- Create a Docket from Order in Docketbook - Site Dockets App
- Create a Docket from Order in the Docketbook App
If you need any further help, please contact support@docketbook.com.au