Schedules

The concept of a schedule is to set up the instructions for a work or purchase order:

• To give the what, when, who, where
• Then activate so the orders are created as required (with recurrences when needed).
• A schedule is a standard in creating orders that reoccur on a regular basis: like each week, fortnight, month or year.

Location of Schedules

• Web Schedules are located –> Main Menu –> Schedules
• Widget for Schedules also in Web Dashboard with clickable count links to Schedules according to their status.

List Of Order Schedules

Opens by default into List of Order Schedules with options to:

• Select Action (Bulk Activate, Mark as Draft, Close, Cancel)
• Select List items, +Create New (Order Schedule)
• Search
• Clear Filters
• Export
• Sort & Filter (by Column Headers)

Next –> Schedules | WEB | +Create New Schedule