Purchasing & Receiving allows the client to place and receive orders from their suppliers, automatically updating their inventory. In this section, the nine different ways to generate a PO will be explained.
NOTE: It has been found that the best way to fully train on this module is to do it when the client is ready to submit an actual order, and then explain receiving when the order physically arrives.
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 a PO and the benefits of each.
E-Invoices: Explain the two ways E-Invoices can be used.
Receiving: Explain the two ways a PO can be created in Receiving, as well as how to receive orders.