Overview:
- Ocerra provides a mobile-friendly version, offering the flexibility to create and approve Ocerra Purchase Orders directly from your mobile device. This feature enables you to seamlessly manage your procurement processes while on the go.
Creating and Approving Purchase Orders on Mobile Devices:
1. Open your preferred mobile browser (Google Chrome, Safari) and navigate to the Ocerra website.
2. Log in to your Ocerra account using your credentials.
3. Once logged in, navigate to the "Purchase Orders" section of the Ocerra.
4. To create a new purchase order, tap on the "+CREATE" button.
5. Fill in the required details for the purchase order, such as supplier information, description, quantities, and any other necessary fields.
To add other details: Branch, Account, Project, Task - Click on the "+" icon beside description. Then, click save.
After entering the purchase order details, review the information to ensure accuracy.
Once satisfied, tap on the "Review" or "Submit" for approval.
Approving Purchase Orders on Mobile Devices:
If you created the purchase order and wish to approve it directly, clicking "Review" will present you with "Approve" or "Decline" buttons (depending on your PO approval set up).
If you are an approver, navigate to the Approval folder and click on 'PO Approval' to view the list of purchase orders pending your approval. Select the PO you wish to approve.
Once approved, "Send Email" button will be available and the PO is now ready to be emailed to your supplier via your mobile device.
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