[Brio-WIP] How to Use Purchase Orders?

Overview

In this tutorial, you will learn how to create a Trainer Matrix for a company, a valuable tool for tracking and managing evidence to support vocational competencies, current industry skills, VET knowledge and skills, and professional development. This guide will assist trainers and Student Management System (SMS) users in ensuring all necessary documentation is organised and accessible for compliance and performance improvement.

Step Tutorial

How to Enable and Set Up Company Credit?

1. Go to Companies > Details Tab.

2. Set the Company Type = Employer.

3. In the new Credit Type field, select:

1. ​Cash – company cannot use Purchase Orders.
   
2. ​Credit – company can use Purchase Orders.
   

4. If Credit is selected, enter:

1. Credit Limit
   
2. Payment Terms
   

 

1. From the Dashboard, go to the Companies, select your company from the dropdown, then click on the Trainer Matrix tab and click the New button.

NOTE: For the Trainer Matrix tab to appear, the company type must be set to Training Provider Partner and there must be at least one contact with the role of Trainer. If these conditions are not met, the Trainer Matrix tab will remain hidden.

Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to us via email at support@eskilled.com.au

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