Pi
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When a user records a 'note' on an invoice or delivery, they can optionally add a category to the note. As a SuperUser you can manage these issue categories. The Supplier Issues Tracking report, in Pi's Intelligence module, provides the ability to view recorded issues by category.
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TABLE OF CONTENTS
Getting Started
- Select Account from the left-hand navigation bar
- Select Settings
- Select Issue categories
Managing Categories
Here, you can:
- Use the text fields to amend the default categories to fit with the organisation
- Select Add new reason to create a new line for you to add your own
- Click Close to remove a category
Categories in Pi
The organisation's category set up will define the list of options for users to choose from when adding notes within invoices and deliveries. The following articles will help you, should you want to learn more on adding these notes...
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