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.
  • Inspections - a list of pending inspections (all stock lots that have been received into stock and need to be inspected) and performed inspections. 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

Demo video: Purchasing Management

Purchasing, Purchase Orders:

  1. Send a Purchase Order.
  2. Send a Request For Quote (RFQ).
  3. Receiving items, partial delivery. Undo receipt.
  4. Purchase orders to subcontractors.
  5. Purchase Order status.
  6. Auto-fill Purchase Order.
  7. Discounts, taxes, additional fees.
  8. PO delivery schedule.
  9. Payments.
  10. Foreign currency.
  11. Import a Purchase Order.
  12. Approve a Purchase Order.
  13. Attach files.
  14. Automatically attach item files to Purchase Orders.
  15. Edit document PDFs.
  16. Troubleshooting Purchase Orders.

Managing the vendors of an item:

  1. Purchase Terms.
  2. Convert a vendor's unit of measurement.
  3. Pricing tiers.
  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. Update Purchase Terms.
  7. Import Purchase Terms.

Material traceability and handling:

  1. Batch and serial numbers.
  2. Free issue stock to subcontractors.
  3. Quality control of received items.
  4. Processing rejected items which failed quality control.
  5. Inspecting customer returns.

Material requirements:

  1. Low inventory alerts.
  2. Estimate costs and lead time for a customer order.
  3. Book products for a customer order and create demand for items.
  4. Schedule Manufacturing Orders. 
  5. What is a procurement forecast? How does it work?.
  6. Create a procurement forecast.
  7. Create manufacturing and purchase orders from a forecast.
  8. Consider or ignore available materials in a forecast.
  9. Multi-site forecasting.
  10. Tips for using the forecast.


  1. Vendor contact information.
  2. Vendor's currency.
  3. Default payment period.
  4. Documents in another language.
  5. Import vendors.
  6. Import purchase terms.

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