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Create a New Purchase Order
Role Required: SDAdmin, Technicians with Add permission for Purchase Purchase orders allow the MSP to efficiently manage the procurement process of items to be acquired from the vendor. When you create a purchase order, you can track the details of ...
Purchase Order Templates
A purchase order template allows you to raise and track purchase orders for products and services. The template contains fields necessary to collect details of the items to be purchased. You can also define and include additional fields to gather ...
Export Data
Role Required: SDAdmin You can export the following data from the application in the CSV or XLSX format: Users Requests Customer Problems Changes Releases Purchase Order GL Code Cost Center Solutions Attachments Category Contract Vendor Asset Type: ...
Default Values
Configure default values to be populated in the new purchase order (PO) form. You can set default values such as the default currency, default tax rate, billing & shipping address, and terms & conditions of the purchase. Role Required: SDAdmin Go to ...
Import Data
ServiceDesk Plus MSP Cloud allows you to bulk import various types of records from your existing database or other applications. Bulk import is supported for the following types of records: Module Supported Record Types Records that can be imported ...