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 directly from a Purchase Order, you can 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 it 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 Purchase Order follow the steps below.
1. On the Orders tab, select the Order to Open then click Details.
2. Inside the Order, select the Unlinked Docket Line Items Tab where you can see the resource name from a Docket that needs to be linked to the Purchase Order item. You can then select Link and follow the prompts.
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