Resources

For entering purchase terms for an item:

  1. open the item in Stock -> Stock items section,
  2. mark the item as a Procured item,
  3. scroll down to Purchase terms table and click on "+" to add new.

Whenever possible Purchase Terms should be defined for all purchased articles. I.e. the article’s vendor(s), lead time(s), price per unit etc. This allows prefilling POs, but also estimating costs and lead times for production (which is also good information for quoting!).

Read more how to define purchase terms.

Need More Information? Check the User Manual or open a Support Ticket.

Go to Procurement section of the software and click on the "+" button to create a new Purchase Order (PO).

When a Purchase Order (PO) has been created its status is New. You can use the Created date to plan on sending the PO in the future.

POs with status New should be sent to vendors. From ordering to receiving, all actions can be recorded in the same document, the POs status will progress accordingly as well. After filling out the Order date field, the status of the PO will change to Ordered. After filling out the Shipping date, its status will change to Shipped. After filling out its Arrival date, its status will change to Received.

Stock lots will be created for the items you purchase. The items will be in Planned status until the Arrival date has been marked on the PO once the items were received. Then the stock lot will be updated as Received.

Read more about purchase orders.

Need More Information? Check the User Manual or open a Support Ticket.

The vendor's unit of measurement (UoM) can be easily converted to your stock unit. You can buy in vendor's preferred UoM and have it automatically converted to your preferred UoM.

To do that you need to open the stock item from the Stock section and in the item's Purchase Terms specify the vendor specific UoM.

Read more how to convert vendor's units of measurement.

Need More Information? Check the User Manual or open a Support Ticket.

Yes, Forecasting functionality (Procurement -> Forecasting) allows you to enter predicted sales numbers and it will calculate material requirements for the production. You can directly generate Purchase Orders and Manufacturing Orders from the forecast.

If you are using Enterprise package, then you can enter a Due date when these items need to be in stock. In that case, the software will use backward scheduling to plan Manufacturing Orders to finish just in time. Also, it will indicate last order dates for raw materials so these could arrive just in time.

Read more about manufacturing and procurement forecasting.

Need More Information? Check the User Manual or open a Support Ticket.

On the Dashboard there is an indicator Late PO - this shows the number of POs that should have been received already, but have not. Clicking on it will bring up the list.

In general, the PO table filtering will help you with all this. For example, to bring up a list of items that need to be there in the next five days:

1) Open the Purchase Orders screen and view by items
2) Choose statuses New, Ordered, and Shipped
3) Choose Expected date 5 days from today
4) And click on Search.

Need More Information? Check the User Manual or open a Support Ticket.

There are some reports in MRPeasy that make it easy to find out what you need to purchase:

 

Creating Purchase Orders (POs) from Critical on-hand list:

  • For each item, it is possible to set its critical low quantity at stock under its details in Stock -> Items. After falling below, the available quantity will turn red, notifying of the need to purchase it.

  • Even if you do not keep stock for some items we recommend having the Min. stock quantity for each item at least defined as 0. Then, if there is a need to order it, the item will show up in the list. 

  • If the Min. stock quantity has been assigned to all items, the Critical on-hand report will show all material requirements for Purchasing. This includes materials that are required in manufacturing orders, but there is not enough in stock. 

  • To see the list of items whose quantity is below their set critical quantity, go to Stock -> Critical on-hand. This can also be accessed from the Dashboard from Min. stock indicator.

  • To create POs you need to click on the shopping cart icon on the end of the materials line. MRPeasy will also look for other materials on that list that can be purchased from the same vendor and add them on the same PO. 

 

See more in User Manual

Populating the "Critical on-hand" list from a Customer Order (CO):

1. When the CO is open click on “Check stock and book goods”
2. Click “To book items

For more details, see also the answer to the question "How to raise purchasing or manufacturing requirements from a Customer Order?"


Automatic PO creation from a Customer Order (CO):
If the sales manager in the CRM uses the option “Generate Purchase Orders for missing raw materials” for booking goods for a CO, then POs will be automatically created.

1. When the CO is open click on “Check stock and book goods”
2. Check “Generate manufacturing orders for missing products” and “Generate Purchase Orders for missing raw materials
3. Click “To book items

See more in User Manual

 


Creating POs directly from Manufacturing Orders (MOs):
Materials can be ordered in the planning phase or after the MO has been saved.

If the MO hasn’t been saved:
1. Click on the edit button on the Bill of Materials line.
2. Click on the edit button on the material’s line.
3. Then on the bookings screen click “Create a purchase order or input purchase invoice.

See more in User Manual

If the MO has been saved:
1. When the MO is open, click on the button “Add a booking” on the material’s line.
2. Then on the bookings screen click “Create a purchase order or input purchase invoice”.
3. Fill the PO.
If the material has a vendor assigned, then the PO is prefilled.
The software will try to group all missing materials from this MO that can be purchased from the same vendor.

NB! Once the PO is saved, goods are not booked for the MO yet!
When the PO is saved, MRPeasy will ask you whether the software should automatically book these goods for an MO. Alternatively, you need to click on “Back” to go to the booking screen and then confirm the booking.

See more in User Manual

 


Creating POs directly from a Forecast:
A forecast automatically finds the material requirements for the products entered in the forecast. Along with the material requirements, the forecast will give you the option to generate POs. When using Enterprise package, it is possible to backward schedule POs in a way that they will be received just in time for manufacturing.

Steps:
1. Create and save a Forecast.
2. Tick the materials you wish to procure.
3. Click on “Create purchase orders

See more in User Manual

Need More Information? Check the User Manual or open a Support Ticket.

When calculating a forecast, software groups same products at the same date.

If manufacturing orders are planned for different dates, parts are shown separately so that it would be possible to order only parts that are required soon.

If you want to order the same parts for different dates in one purchase order, please tick checkboxes of all these parts and click the button "Create purchase orders". This will group all selected parts by vendors.

Need More Information? Check the User Manual or open a Support Ticket.