Purchase Order Notes Tab

Located: Main Menu –> Purchase Orders –> List of Purchase Orders –> Select Purchase Order –> Notes Tab

This can be general notes, specific notifications to contractors, to and from information sharing in regards to the purchase order to flow also to the work order.

This area can be accessed by the tab area and click across to Notes tab.

To add a Note to Purchase Order

Click +ADD (right side of screen)

Fill in fields:

• Category
• Alert Type
• Status
• Comments
• Can be viewed by External Users? (Client/Contractor)

Status can be: 

• Created
• Review required
• Approved

Click Save when complete

Example Category types 

Note! These category types are set up in your organisation SpyderFlow subscription and are your categories. Listed below are only example types.

• Access issues
• Claim request
• Follow up
• Contact details
• Contractor notifications
• General
• Photo
• Travel
• Additional Order information

Example Alert Types

Set also by your organisation using your types of alerts. Not limited to the listed below.

• None
• Alert
• OHS

Status meanings

• Created is when the note is added.
• If a note is in ‘Review Required’ status a ‘Dot” will appear next to Notes heading.
• Approved is when the note has been reviewed and changed to approved.
  • Could be used by internal staff to check and approve external user notes on an order.