View Purchase Order: Stage

The stage panel on the right side of the purchase order screen allows you to utilize our in-app AI assistant, Ask Revii, and view additional details for the customer and ticket associated with the purchase order. 

Basic information for the purchase order display on the main Purchase Order Details screen. See the View Purchase Order: Details article for more information.

Whether or not the stage displays on the purchase order screen is controlled by the Show the Stage/Hide the Stage icon in the top toolbar. 

Each field on the purchase order stage is defined below. 

No.LabelDefinition
Ask Revii
1Ask ReviiRev.io's in-app AI assistant. For more information about using our in-app AI tool, see the AI-Powered: Ask Revii Widget article.
Ticket Details
2IDNumerical identifier for the ticket.
3CustomerName of the customer on the ticket.
4CreatedDate the ticket was created.
5Created ByName of the rep who created the ticket.
6DescriptionDescription of the work being done for the ticket.

These actions are available on the purchase order stage.

  • Collapse or expand the Stage side panel by clicking the Stage icon in the top toolbar.
  • Gather insights about the purchase order and perform various functions in your environment by clicking the Ask Revii dropdown. For more information about using our in-app AI tool, see the AI-Powered: Ask Revii Widget article.
  • Access basic information for the purchase order on the main Purchase Order Details screen. See the View Purchase Order: Details article for more information.

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