Purchasing
7 guides in Operations.
- Requisitions, RFQs and supplier quotesLet staff ask for what they need, send requests for quotation to suppliers, compare their quotes and award the best into purchase orders.
- Purchase ordersOrder goods from suppliers, route orders for approval by amount, send them to the supplier and follow each one until it is received and billed.
- Receiving goodsReceive goods against approved purchase orders in full or in part, with lots and serial numbers, landed costs and the supplier's bill made for you.
- Bills and accounts payableCheck and approve supplier bills made from goods receipts or entered as expenses, put disputed bills on hold, correct prices and see what you owe.
- Payments made to suppliersPay supplier bills one at a time or many at once, from cash, bank or the supplier's credit with you, with bank charges posted correctly.
- Purchase returns and supplier creditsSend goods back to a supplier, record the credit they give you against the bill, and take a refund for any credit left over.
- Supplier managementKeep each supplier's details, contacts, terms, prices and lead times in one place, and see what you owe, what is on order and what to reorder.