Purchase Order custom Checklistby Softhealer Technologies https://www.softhealer.com
• Invoicing (account)
|Lines of code||389|
|License||See License tab|
|Also available in version||v 13.0 v 11.0 v 15.0 v 14.0|
Do you want a custom checklist for your Purchase Order? The checklist used to give an important list of items, things to be done, or points to be considered, used as a reminder. This module helps to track the work of the checklist. Here you can know the detail of the checklist in percentage. This module helps to divide checklist items into different stages like Completed, Cancel & Delete. cheers!
Print checklist in RFQ report from "Print".
Checklist in RFQ report looks like this.
Print checklist in PO report from "Print".
Checklist in PO report looks like this.
Go to the "Configuration" => Purchase Custom Checklist Template.
Now we create a purchase checklist template, checklist template form view looks like this.
Purchase checklist template list view looks like this.
Now we fill the checklist by selecting the checklist template.
When we select checklist template, it adds a record by default.
Enable "Purchase Custom Checklist".
Go to configuration select "Purchase Custom Checklist".
Write the name and description of the checklist.
Open timesheet, you can Complete, Cancel & Delete checklist.
In the Requst For Quotation list view, you can see a checklist progress bar.
In the Purchase Order list view, you can see a checklist progress bar.
In the Purchase Order kanban view, you can see a checklist progress bar with a percentage.
You can filter the completed and uncompleted checklist.
Help & Support
You will get free support for 90 days and assistance in case of any issues
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