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:
- How to send a Purchase Order to your vendor?
- How to send a Request For Quote (RFQ)?
- How to report receiving items, incl. partial delivery? How to undo receipt?
- How can Purchase Orders be automatically created?
- How to send purchase orders to subcontractors?
- How to track the Purchase Order status?
- How to auto-fill Purchase Order fields?
- How to send a Purchase Order to your vendor?
- How to add discounts, taxes, additional fees?
- How to enter a PO delivery schedule?
- How to enter batch and serial numbers?
- How to keep track of payments?
- How to send a Purchase Order in a foreign currency?
- How to import a Purchase Order?
- How to approve a Purchase Order?
- How to free issue stock to subcontractors?
- How to resolve error messages in Purchase Orders?
- How to attach files to a Purchase Order?
- How to configure automatically attaching item files to Purchase Orders?
- How to edit the Purchase Order PDF?
- How to add my company logo on Purchase Orders?
Material traceability and handling:
- How to enter batch and serial numbers?
- How to free issue stock to subcontractors?
- How to set up quality control for an item?
- How to perform quality control of items incoming to stock?
- How to process rejected items which failed quality control?
- How to inspect the items the customers have returned?
Material requirements:
- How to see low inventory alerts?
- How to see demand for materials from production or sales?
- What is a procurement forecast? How does it work?
- Tips for using the forecast.
- How to create a procurement forecast?
- How to forecast the materials for multiple sites at once?
Vendors:
- How to record the contact information of a vendor?
- How to generate documents for the vendor in another language?
- How to set the vendor's currency?
- How to set a default payment period for the vendor?
- How to create a subcontractor?
- How to import vendors?
- How to import purchase terms from vendors?
Jump to other FAQs: