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.
- 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.
- 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.
- 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.
