DEALERSIP User Manual

The Check List box in the Purchase module is used to manage tasks related to a specific purchase. It helps ensure all required actions are completed, such as collecting documents or performing inspections.

Use Case Example

• If you need to collect certain documents during the purchase process, you can create a checklist using the Check List to track their collection.

Creating Check Items

Every individual task in check list is called a check item.

• Click on the Manage Check List link at the bottom of list to create or update tasks. Please note that Manage Task List option is not accessible when you open a purchase entry in edit mode. In Edit mode Check List window shows this message "Managing check lists not allowed in edit mode."
• If the link is not immediately visible, scroll down to the end of the task list — the link appears after the last task item.