How to create a note with the Material Receipt information in Apptivo?

Updated on November 18, 2020 03:18AM by Admin

The Receiving App of Apptivo enables you to create notes with the information available on the overview page of a material receipt. By this, you can map the values present in the fields of the material receipt with the fields present in the notes.

Note: This feature is available in the Ultimate and Enterprise plans of Apptivo.

Steps to map the attributes of Material Receipts with Notes

  • Log into your Apptivo account and navigate to the Receiving App. In the Receiving App, select Settings.
Receiving App

  • On the Settings page, go to Collaboration. Here, scroll down to Notes.

  • Here, enable Map and set your own pre-defined values while creating Notes toggle. Now, select Mapping.
Enabled Toggle

  • You will be redirected to Receiving → Notes Mapping Fields. Here, map the required fields. Here, the Tags and Memo fields of Receiving App are mapped with the Tags and Description fields of the notes.
Mapping Page

  • Save the changes.
Mapping Complete

  • Now, go to the overview page of a material receipt.

  • Switch to the Notes tab and select Create.
  • The fields in the Create Note window will have the values as per the configuration.
Create Note