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How To Add A Receipt To A Field Order (Mobile Quick Shot)

Nina Ahl avatar
Written by Nina Ahl
Updated over 11 months ago
  1. Access Your Field Order: Open the Visit. Navigate to Purchase Orders.

  2. Add a Receipt: Tap the "Add Receipt" button.

  3. Select Warehouse: Select a default warehouse, if applicable.

  4. Capture the Receipt: Use your device's camera to take a photo of the receipt or document.

  5. Save Your Receipt: Tap "SAVE RECEIPT" to save your receipt and attach it to the Field Order.

  6. Add Line Items (if applicable): To add line items to your receipt, go back to the Field Order receipt. Tap "SAVE & ADD ITEMS."

  7. Search Items: Tap “Search Items” to search for an item. Tap to select an Item.

  8. Define Line Items: Enter item details, such as description, warehouse, quantity, and unit cost.

  9. Save Line Items: Tap "SAVE RECEIPT ITEM" or tap “SAVE & ADD ANOTHER ITEM” to add an additional item.

  10. Finalize Receipt: After adding all necessary items, tap "SAVE RECEIPT" to complete the process.

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