Purchase Orders
4 guides
Automating Procurement
Navigating the Quotes and Orders module
This guide provides an overview of navigating the 'Quotes and Orders' module, detailing its various sections related to quotes and orders. It explains how to filter and sort results for easier management. The module is divided into parts covering quotations, sales orders, and purchase orders, each with subsections like open, closed, requires processing, and more. Settings for sales order functionalities such as 'requires ordering' and 'requires invoicing' are discussed, along with customizing column layouts for purchase orders.
Purchase Orders
This guide provides a comprehensive overview of managing purchase orders (POs) including ordering items from sales orders, purchase order approvals, supplier confirmations, and SKU management. Key topics covered include raising POs when inventory is low, configuring stock tracking, setting supplier defaults, approval processes, and integrating with billing systems. It also explains the status management and customization of PO templates, providing instructions on adding default and supplier-specific SKU information. The article emphasizes configuring agent permissions and using approval systems effectively for high-value purchases.
The Ready For Purchasing Area
The article explains the "Ready For Purchasing Area" in a sales and purchase order system. It details how users can create purchase orders from sales order lines that are ready for purchasing. Configuration options allow grouping by Ticket ID, enabling users to generate purchase orders from multiple sales orders, even if they have different suppliers. Additionally, it describes how users can handle sales orders with no supplier set, allowing them to choose a supplier when creating purchase orders. The tool provides flexibility in managing purchase orders by organizing sales orders efficiently.