![processmaker enterprise pricing processmaker enterprise pricing](https://www.processmaker.com/wp-content/uploads/2019/10/dreamstime_xxl_150732826-1024x683.jpg)
To use this task, follow these guidelines: The next step in the process is the Deliver Order task. Tap Submit to route the case to the Deliver Order task. The result is displayed in the Signature field. After signing the form, save the signature by tapping SAVE. You also can sign the Material Ordering by flicking at the end of the form and tapping the Signature button.Ī new window displays, where you can sign the order by tapping your signature. Review the destination where the material ordering is to be delivered and review the approved items.
#Processmaker enterprise pricing driver
Log in as a Driver user and open the case sent by the Stores department. In the Send Order task, the driver uses the Finger Signature control. If Yes is selected the case routes to the Send order task to a user of the Driver group. If No is selected, the case returns to the requester. Charlotte also can approve the material ordering by flicking at the end of the form and tapping the Approve? field, and then select Yes or No. Charlotte, as a member of the Stores department, can approve or reject each item. Log in as Charlotte and open the case sent by the Sales member. The next step in the process is the Review Order task. In this example, the user assigned is Charlotte. The following window displays you can approve the item by tapping the Approve? check box and then tapping Save.Īfter the sales member approve items, the case routes to the Review Order task, which is assigned to a member of the Stores department. Each item can be approved by tapping in the item row. Modify the initial order by changing the destination map and/or change the items that are requested.
![processmaker enterprise pricing processmaker enterprise pricing](https://www.processmaker.com/wp-content/uploads/2020/10/processmaker-training-hero.png)
In the Check Order task, the opened form displays the Customer details in view mode filled in by the user who started the case. Log in as the Sales member and open the case sent by the requester.
![processmaker enterprise pricing processmaker enterprise pricing](https://images.g2crowd.com/uploads/attachment/file/76287/preview_AccessBank-_5_.png)
The second step in the process is the Check Order task. Tap Save to save the item.Īfter adding the required items, tap Submit to route the case to the next task in the Sales department. To add more items, tap on the + button as shown in the following graphic.Ī new window displays when you enter the name of the item, quantity, and unit price. At the bottom of the form, enter the item names that are required, the quantity, and the unit price. Select a destination by tapping the Map button, and then long tapping the blue reference icon and then dragging it to the destination in the map.Īfter selecting a location and tapping the check button located at the top left of the window, the destination displays in the form. Use the Geomap field to set the location where the order is to be delivered. In this example, the requester who starts the case is Admin. The date field defaults to the current date. The Request Order task starts the case with a Dynaform that sets by default the name, phone, address and email of the logged user. To submit an order, follow these guidelines: When the customer, who is the requester, starts a Material Ordering case in the mobile version, the Request Order form for the first task displays.
![processmaker enterprise pricing processmaker enterprise pricing](https://images.g2crowd.com/uploads/attachment/file/76286/preview_TulsaCommunityCollege.png)
The material ordering tasks involved in the process are the following: The process map of this process is shown below: