Automating Procurement

In this guide we will cover: – How to have purchase orders automatically create when item stock is below a set level This functionality helps to automate stock management, rather than monitoring stock manually this allows stock to be monitored and have purchase orders raised accordingly to replenish stock. Pre-requisites: You must be using our […]

The Ready For Purchasing Area

In this guide we will cover: – Ready For Purchasing Area – Creating Purchase Orders from Ready For Purchasing – Creating Sales Order with No Supplier Set Sales Order lines ready to be created into Purchase Orders, will now appear in a separate area of the Quotes & Orders menu, and you will be able […]

Navigating the Quotes and Orders module

In this guide we will cover: – Different sections of the 'Quotes and Orders' module  – How to filter and sort results The Quotes and Orders module can be used for: Raising quotes/orders. Viewing open quotes/orders. Different sections of the 'Quotes and Orders' module  The quotes and orders module is split into four sections and […]

Purchase Orders

In this guide we will cover: – Ordering Items from a Sales Order – Purchase Order Screen and Options – Purchase Order Approvals – Sending The Purchase Order – Purchase Order Statuses and System Uses – Confirmation of the Supplier Receiving the Purchase Order – Adding SKUs to purchase orders  – Associating a Purchase Order with […]