Purchase orders can be added to the visit from 5 different screen.


1- From the Dashboard screen;


  • Click thebutton at the lower right of the dashboard screen.
  • Click the New Visit button.
  • Click on the client you want to add purchase orders.
  • Click thebutton at the bottom right of the New Visits tab, then click the Purchase Orderbutton.
  • From this screen, you can add due date,note and signature to your purchase order.
  • Click thebutton at the bottom right to add items to your purchase order.
  • On the Add Items page, enter the product and quantity information that the client want to order and click the CONFIRMbutton.
  • To get approval of the purchase order, receive the signature from the client by clicking the Add Signature button.
  • Click the CONFIRMbutton on the top right after the purchase order is completed.



2- From the Clients screen;



  • Sign in to FieldPie and click the Clients button from the upper left menu.
  • Click the START VISIT button of the client you want to add purchase orders.
  • Click thebutton at the bottom right of the New Visits tab, then click the Purchase Orderbutton.
  • From this screen, you can add due date, note and signature to your purchase order.
  • Click thebutton at the bottom right to add items to your purchase order.
  • On the Add Items page, enter the product and quantity information that the client want to order and click the CONFIRM button.
  • To get approval of the purchase order,receive the signature from the client by clicking the Add Signature button.
  • Click the CONFIRMbutton on the top right after the purchase order is completed.




3- From the Visits screen;



  • Sign in to FieldPie and click the Visits button from the upper left menu.
  • Click the  button at the lower right.
  • Click on the client you want to add purchase orders.
  • Click the  button at the bottom right of the New Visits tab, then click the Purchase Orderbutton.
  • From this screen, you can add due date, note and signature to your purchase order.
  • Click the  button at the bottom right to add items to your purchase order.
  • On the Add Items page, enter the product and quantity information that the client want to order and click the CONFIRMbutton.
  • To get approval of the purchase order, receive the signature from the client by clicking the Add Signature button.
  • Click the CONFIRMbutton on the top right after the purchase order is completed.




4- From the Plans screen;


  • Sign in to FieldPie and click the Plans button from the upper left menu.
  • Click the visit assigned by your site manager.
  • Click the RESUME button of the client you want to add purchase orders.
  • Click thebutton at the bottom right of the New Visits tab, then click the Purchase Orderbutton.
  • From this screen, you can add due date, note and signature to your purchase order.
  • Click thebutton at the bottom right to add items to your purchase order.
  • On the Add Items page, enter the product and quantity information that the client want to order and click the CONFIRMbutton.
  • To get approval of the purchase order, receive the signature from the client by clicking the Add Signature button.
  • Click the CONFIRMbutton on the top right after the purchase order is completed.



5- To add purchase orders into your visit which has an opportunity: From the Opportunities screen;



  • Sign in to FieldPie and click the Opportunities button from the upper left menu.
  • On that page, you can access your clients who have opportunities.
  • Click the START VISIT button of the client you want to add purchase orders.
  • Click thebutton at the bottom right of the New Visits tab, then click the Purchase Orderbutton.
  • From this screen, you can add due date, note and signature to your purchase order.
  • Click thebutton at the bottom right to add items to your purchase order.
  • On the Add Items page, enter the product and quantity information that the client want to order and click the CONFIRMbutton.
  • To get approval of the purchase order, receive the signature from the client by clicking the Add Signature button.
  • Click the CONFIRMbutton on the top right after the purchase order is completed.