How can I schedule an activity?
1) Select the purchase module.
2) From the purchase quotation list view page click on " View activity " button.
3) Click on " +Schedule activity ".
4) Select quotation/ purchase order or you can create from here as well. To create, you will be redirected to create quotation page.
5) Select activity type [e.g, TODO/EMAIL/MEETING etc], due date, summary, assigned person and description.
6) Click on " Schedule " button. You can click on " Mark as done " if you are entering past activity.
To get more details on how to use the Purchase module, please do contact us at support@metrogroup.solutions