Purchasing & Receiving allows the client to place and receive orders from their suppliers, automatically updating their inventory. In this section, nine different ways to generate a PO (Purchase Order) will be explained.
NOTE: The best method to fully understand this module is by training with it when the client is preparing to submit an actual order. Receiving should be explained upon the physical arrival of the order.
Top buttons, right to left, jumping to Purchasing after Suppliers:
What’s This (?) and Help: Same on every module.
Settings: Explanation of each tab.
Log In/Log Out: Self-explanatory.
Refresh: Self-explanatory.
Reports: Self-explanatory.
Suppliers: Show how to add and manage Suppliers. Explain settings and how they apply to the Safety Stock Replenishment method of ordering.
Purchasing: Explain the five different ways to create aPO (Purchase Order) and the benefits of each.
E-Invoices: Explain the two ways E-Invoices can be used.
Receiving: Explain the two ways a PO (Purchase Order) can be created in Receiving, as well as how to receive orders.