kai ba internal purchasing user guide
DESCRIPTION
User Guide for Internal purchasing applicationTRANSCRIPT
User Guides
⽤用户功能表介绍
Content ⺫⽬目录• New Purchase Request 申请请购 • View all Purchase Requested 查看所有的请购单 • Delete Purchase Requested 删除请购单 • View reason for rejected PR 查看拒绝请购单的理由 • View all Approved Purchases 查看所有批准的请购单 • View Details of Approved PO 查看购买详情 • Add Delivery Date 添加收获⽇日期 • Add Receipt/Invoice 添加收据详情 • Add Claim/Payment Date 添加付款详情 • View completed purchases 查看完成购买 • Edit Profile 更新⽤用户资料
Content ⺫⽬目录 (Administrative)Approver • View all pending purchase request查看等待批准的请购单 • Approve purchase request 批准请购单 • Reject purchase request 拒绝请购单 • View all approved purchase requests 查看所有已批准的请购 • View all expenses 查看所有开⽀支 !
User Management • View all users 查看所有⽤用户 • Add new user 添加新⽤用户 • Change existing user role/permission 修改⽤用户权利 • Suspend user 暂停⽤用户 • Activate user 激活⽤用户 • Delete user 删除⽤用户
Purchase Flow
New Purchase Request
(Purchase Requisition Created)
Approved by approver
(Purchase Order Created)
Requester proceed to make purchases
Goods Received (Delivery Order Created)
Invoice or Receipt received
Payment (Expenses created)
Want to buy Apple
想要买苹果 🍎
User: YiHong⽤用户: yihong
Scenario
Request for Purchase
申请请购
Click Here 点击这⾥里
Enter Item to Buy要购买的详情
Enter Quantity要购买⼏几个
Enter Total要购买总⾦金额
Select who to Approve it选择要谁来批准这个请购
Click Submit点击提交
1.
2.
3.
4.
5.
After submitting, it will notify selected approver via push
notification.
提交后,会推送给您所选择的⽐比准者
View all Purchase Request while waiting for approver
查看所有的请购单
Click Here 点击这⾥里
Date of request申请请购单的⽇日期
Item Description and Quantity购买详情和数量
Total Amount购买总⾦金额
Request Status 请求状态
Approver 审批者
Delete Purchase Request
删除请购单
Click Here 点击这⾥里
Click on the purchase requisition that you would like to delete点击想删除的请购单
Click on “Delete” to delete the purchase requisition 点击删除,删除掉请购单
View reason for rejected PR
查看拒绝请购单的理由
Click Here 点击这⾥里
Click on the purchase requisition that is being reject 点击想查看拒绝的请购单
Reason for rejecting is stated here 拒绝的理由
View all approved PR Or View all Purchase Order (PO)
查看所有购买
(或已批准的请购单)
Click Here 点击这⾥里
Unique No. for the Purchase Order 购买编号
Item Description and Quantity购买详情和数量
Total Amount购买总⾦金额
Highlighted Represent Paid 绿⾊色:代表付款
Highlighted Represent Invoice received
绿⾊色:代表收到发票
Highlighted Represent goods/service received绿⾊色:代表收到货物
Click to view details of the purchase点击查看购买详情
View, update purchase details (including delivery dates, receipt
info, payments)
添加购买详情(包括收获⽇日期,发票/收据,
付款详情)
Click Here 点击这⾥里
Click to view details of the purchase 点击查看购买详情
Click here to enter delivery details 点击填写收获信息
Click here to enter receipt details
点击填写收据信息
Click here to enter payment details 点击填写付款信息
Entering Date of Delivery
填写收获⽇日期
Click ‘submit’ after entering date of delivery 填写收获⽇日期后,点击 ‘提交’
Receipt Information 收据信息
Click ‘submit’ after entering date of delivery 填写收获⽇日期后,点击 ‘提交’
Click ‘submit’ to save 点击 ‘提交’
Click to add receipt image from camera or gallery
点击上传收据的图⽚片
Enter the value for payment (if it is different from requested amount due to unforeseen
situation like discount 如果价格跟提交的不⼀一致,请在这⾥里填写正
确的总价格。
Click ‘submit’ 点击 ‘提交’
Select payment method 选择付款⽅方式
Select payment date 付款⽇日期
Entering Payment Information 填写付款详情
View completed purchases
查看完成购买
Click Here 点击这⾥里
Click here to view the completed list of Purchases点击查看所有完成的购买
List of Completed Purchases所有完成的购买
Click to view details of Purchase
点击查看购买详情
Sample Page of Detail Purchase
Order
Edit Profile Details
更新个⼈人资料
Click here to edit profile picture 点击这从相机或⼿手机⾥里更换个⼈人图⽚片
Click here to change user name and email点击这⾥里更换⽤用户名和邮件地址
Then click on ‘SAVE’ button. 让后,点击‘保存’按钮
*** It will be save successfully, only if username and email is not taken.
*** 只有在⽤用户名或邮箱地址没被占⽤用下才能保存成功。
View all pending purchase request
查看等待批准的请购单
Click Here 点击这⾥里
List of pending for approver purchase request
所有等待批准的请购单
Approve/Reject purchase request
批准或拒绝请购单
Click Here 点击这⾥里
Click on the purchase request that you would like to
approve or reject 点击想要拒绝或批准的请购单
Click to approve purchase request
点击批准的请购单
Approve 批准
Reject 拒绝
Click here to reject purchase request 点击拒绝请购单
State reason for rejecting follow by clicking on the
‘Submit’ button 填写拒绝理由再点击提交
View all approved purchase requests
查看所有已批准的请购
Click Here 点击这⾥里
List of approved POs
View all expenses
查看所有开⽀支
Click Here 点击这⾥里
Expenses home page
Click on Filter to filter expenses by date
点击这⾥里,按⽇日期筛选⽀支出
Click on the row to show expenses details
点击这⾥里查看开⽀支详情
Filter expenses
Select start and end date follow by ‘Search’ button !!!!!
选择开始和结束⽇日期然后点击
‘搜索’
User Management
查看所有⽤用户
Click Here 点击这⾥里
List of users 所有⽤用户Click to add new user 点击添加新⽤用户
User status ⽤用户状态
Username ⽤用户名
User’s email address ⽤用户邮箱
Click on suspended user to activate or
delete 点击已暂停的⽤用户可以活跃或删除⽤用户。
Add new user 添加新⽤用户
Fill up all required fields and click ‘Save’
button !!!!
填写⽤用户名,邮箱和密码后点击
‘保存’
Change user permission / Suspend user 更改⽤用户权限 / 暂停⽤用户
Click to change user permission and follow
by ‘Save’ button 点击修改⽤用户权限,然
后保存Click to suspend user点
击暂停⽤用户Suspend
Activate / Delete user激活 / 删除⽤用户
Click to delete user 点击删除⽤用户
Click to activate user点击激活⽤用户
*** Activate or delete user is only available after
user is suspended.
*** 只有在暂停⽤用户后才可以激活和删除。
Abbreviation
DO -‐ Delivery Order PO – Purchase Order PR – Purchase Requisition