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How do I set up purchasing agents for Purchase Orders?

Purchasing agents in eSUB are set up as contacts with a contact type of "Employee". You may set up new purchasing agents in the following manner:


1. Select a Project
2. Contacts > Add Contact
3. Complete form, selecting Contact Type as "Employee"
5. Save Data at the bottom of the page.

 

If the Employee already exists as a contact you may update the contact type in the following manner:


1. Select a Project
2. Contacts > Contact Log
3. Edit  icon next to the Contact
4. Change the Contact Type field to "Employee"
5. Save Data

 

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