Procurement Section - For Buyer

The Procurement module gives the ability to:

• manage purchase orders (POs),
• manage vendors,
• make procurement forecasts,
• perform quality inspection of incoming goods,
• see low inventory alerts,
• see material demand in manufacturing or sales.

The Procurement section has the following sub-sections:

• Purchase Orders - a list of all the purchase orders to your vendors and subcontractors.
• Vendors - a list of all vendors and subcontractors.
• Forecasting - a list of procurement forecasts, which can be calculated based on a sales forecast of products.
• Inspection - a list of all stock lots that have been received into stock and need to be inspected. Available with Return Merchandise Authorization and Quality Control functionality.
• Critical on-hand - a list of procured items which are below their minimum available quantity and need re-ordering. 
• Requirements - a list of all the purchasable components that are required for customer orders or manufacturing orders but have not been booked.

Procurement - Frequently asked questions

Purchasing, Purchase Orders:

1. How to send a Purchase Order to your vendor?
2. How to send a Request For Quote (RFQ)?
3. How to report receiving items, incl. partial delivery? How to undo receipt?
4. How can Purchase Orders be automatically created?
5. How to send purchase orders to subcontractors?
6. How to track the Purchase Order status?
7. How to auto-fill Purchase Order fields?
8. How to send a Purchase Order to your vendor?
9. How to add discounts, taxes, additional fees?
10. How to enter a PO delivery schedule?
11. How to enter batch and serial numbers?
12. How to keep track of payments?
13. How to send a Purchase Order in a foreign currency?
14. How to import a Purchase Order?
15. How to approve a Purchase Order?
16. How to free issue stock to subcontractors?
17. How to attach files to a Purchase Order?
18. How to configure automatically attaching item files to Purchase Orders?
19. How to edit the Purchase Order PDF?
20. How to add my company logo on Purchase Orders?
21. Troubleshooting Purchase Orders.

Managing the vendors of an item:

1. How to create a Purchase Term?
2. How to convert a vendor's unit of measurement?
3. How to enter pricing tiers for purchased items?
4. How are Purchase Terms used to auto-fill POs?
5. How are Purchase Terms used when estimating the cost of an out-of-stock item?
6. How to update Purchase Terms?
7. How to import Purchase Terms in bulk?

Material traceability and handling:

1. How to enter batch and serial numbers?
2. How to free issue stock to subcontractors?
3. How to set up quality control for an item?
4. How to perform quality control of items incoming to stock?
5. How to process rejected items which failed quality control?
6. How to inspect the items the customers have returned?

Material requirements:

1. How to see low inventory alerts?
2. How to see demand for materials from production or sales?
3. What is a procurement forecast? How does it work?
4. Tips for using the forecast.
5. How to create a procurement forecast?
6. How to forecast the materials for multiple sites at once?

Vendors:

1. How to record the contact information of a vendor?
2. How to generate documents for the vendor in another language?
3. How to set the vendor's currency?
4. How to set a default payment period for the vendor?
5. How to create a subcontractor?
6. How to import vendors?
7. How to import purchase terms from vendors?

Jump to other FAQs:

• CRM FAQ.
• Production planning FAQ.
• Stock FAQ.
• Production reporting FAQ.
• Settings FAQ.

Demo video