DATAHUB

 

 

Purchase Order Processing

The 'Purchase Order Processing' module is directly linked into the 'Supplier Relationship Management' Module via an 'Orders' tab.

When creating a purchase order you are able to print and post, fax or email directly to the supplier; the system advises you on their preferred method of transmission before sending.

Purchase orders can be created in numerous ways:

  1. Generated from required materials list which are generated from the processing of a sales order
  2. Create orders from previous orders or purchase enquiries
  3. Create orders from operations within route cards and group together the purchases needed if all from the same supplier

This form has 3 different modes of operation: Place, Receive and Cost.

Place

Raise order for all aspects of your business including:

  1. Fixed Assets - Linked to 'Fixed Asset Management'
  2. Stock Purchase - Linked to 'Stock Control' module
  3. Direct / Job Costing - Linked by 'Job No / Operation No' to the 'Route card'
  4. Overheads

Receive

Allows the user to mark goods as received and increase stock quantity and allocate a 'Packing Note No'.

Costs

Allows the user to mark line items as invoiced and allows the transaction to be moved forward into the 'Auto Posting' section ready for checking prior to posting to the 'Purchase Ledger'.



POP ScreenshotPOP Screenshot

Features

  • Certificates of conformity & certificates of analysis can be requested per line item
  • Fax or email a 'purchase order' directly to the supplier
  • Packing notes can be created to accompany outgoing parts, services or processes
  • Set 'date required' for all items with one button click
  • Set multiple delivery dates for each item if required
  • Set 'nominal ID' for all items with one button click
  • Check a supplier's preferred method of purchase order transmission
  • Change delivery address to a customer or another supplier
  • Copy previous purchase order / purchase enquiry to create new order
  • Notes are clearly highlighted per order
  • Set 'order' report fields to user preference
  • Discount or markup price adjustment control for individual line items
  • Allows line items to be moved / copied to another order
  • Import lists of items on order from external sources
  • Multi-currency facility

Benefits

  • Accurately monitor the effectiveness of the 'Purchasing' function
  • View all historic transactions from one place
  • Improve Supplier delivery performance
  • Minimise cost wastage and improve competitive buying
  • Reduce supplier errors by giving clear purchasing instructions