Note: You will require the "Edit Client POs" permissions.
Begin by navigating to the dropdown "ASSET HIRE" under menu, and select "PO REGISTER".
A list of created Purchase Orders (POs) will be showing.
How to create a new Purchase Order
How to create a new Purchase Order
Select "+ NEW PO"
Begin to enter relevant information and select the tick to save.
Note: If there are multiple Assets on one PO, the PO value is the value of the entire PO, it will be inclusive of all line items.
PO has now been created.
How to search for a PO
How to search for a PO
Start by selecting the "FILTERS" button.
A toolbar will appear at the top of your page.
From here you can filter by expiry date, PO number, Supplier (incoming hires), or by Client (outgoing hires).
To clear filtering, select the end icon.
How to assign POs to a Hire
How to assign POs to a Hire
Begin by selecting the dashed circle to highlight the POs you wish to link to a hire.
From here, two options will appear, select "LINK SELECTED TO HIRE"
A popup will appear, use the search field and type either the relevant Asset ID or Hire Number.
Once you select save, VIPER will ask if you would like to make this PO ACTIVE.
If you do not want this PO to be the current PO for the Hire, select "CANCEL".
If you want this PO to be the current PO to the Hire, select "OK".
The following popup will appear to confirm the PO has been linked, select "OK".
How to navigate the PO Register
How to navigate the PO Register
The PO register will display all the information entered under each column, including the percentage/value used.
Editing a PO
If you require to edit a PO, simply click on the Client of the PO you are wanting to edit.
The PO details will popup, amend as required, and select the tick to save changes.
What does it mean if my PO is highlighted in red?
If the entire PO row is highlighted in red, this means that the PO is now expired.