You can track all your purchases in one place and then use the information to help guide your receiving process
Each Purchase has 3 critical parts:
- Vendor information
- Expected receiving date
- Items you're buying & pricing
Enter the Purchase Information
Contact Info
Each purchase is probably made using a contact at the company, enter that here. You can select from a list of existing contacts associated with the vendor, or enter a new contact and check the box to save it to the vendor for future use.
Vendor Invoice Number
Add your vendor's invoice # to the purchase for record keeping purposes.
Buyer
This is the member of your team making the purchase.
Enter the Order Info
Order Date
The date you requested to buy inventory from your vendor.
Expected Receipt Date
Enter the date you expect to get the inventory. Setting this field will help your team use the "Expected" feature, which shows all items expected to arrive at your facility in the future.
Enter the Items & Prices
- Enter the items, quantities and prices you're ordering from the vendor
- Each vendor can be configured to have a special cost per item and that can be pre-filled into the form if it's set
- Navigate to the vendor then click on the "Pricing" tab to set that up
- You can view the total cost per line item
- You can view the total cost per Purchase from the vendor
Receiving Notes
Enter any notes for your receiving team. If a customer has a recurring note, you can save it to the vendor and it will appear on each purchase (and can be edited per purchase)
Saving or Publishing a Purchase
At the top of the page of a new Purchase you have two options: Save Draft or Publish.
- Save Draft: You'd want to do this if the order is incomplete and you don't want this data to hit the "Expected" feature yet
- Publish: You captured the purchase and it's in the system, visible to others and can be received if the inventory is delivered - Don't worry the purchase is still editable if you need to add or remove items.
