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Purchasing
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From Purchasing, you can create purchase orders, lookup inventory, and fine-tune demand for improved forecasting results. The Purchasing Workflow includes using a system forecast to build an order called a Projected Purchase Order. You may create and manage purchase orders, manage stock receipts, and analyze critical inventory products, as well as run a number of reports to ensure your purchasing processes are running efficiently. As you gain familiarity with the purchasing system, you can begin to use tools that turn purchasing agents into inventory control experts. With powerful forecast algorithms and easy-to-use exception management, you'll be able to reduce inventory levels and related carrying costs, while improving order fill rates. You'll learn all about this functionality in the Fine-tuning Forecasting section. To learn more, review the following topics about Purchasing in Inform as well as the Getting Started section of this Help Center.

  • View and apply purchase order custom fields
  • Managing purchasing
  • Import a purchase order from Excel
  • Look up purchase orders using Purchase Order Inquiry
  • Create a request for quote
  • Identify critical inventory that's about to go out of stock
  • Place special purchase requests
  • Confirm a P/O delivery
  • Manage shipping containers

Understand the purchasing workflow

  • Understanding the purchasing workflow
  • Create a manual purchase order
  • Create purchase orders from open backorders

Stock receipts

  • Log stock receipts against purchase orders
  • Enter an invoice for a stock receipt
  • Add third party freight charges for stock receipts
  • Add internal notes to stock receipts

Purchasing Matrix

  • Add a rebate percentage to your purchasing matrix
  • What are purchasing matrices?
  • Understand real world purchasing matrix scenarios
  • Create a purchasing matrix formula
  • Update or delete a purchasing matrix formula

Forecasting

  • About purchase forecasting and demand planning
  • Create projected purchase orders, vendor returns, and stock transfers
  • Identify and adjust reorder quantities for products with unusual demand
  • Adjust reorder quantities for products with sporadic demand
  • Set forecast parameters
See all 7 articles and available sections

Purchasing reporting

  • Purchase Order report
  • Un-Invoiced PO report
  • Special Products Entered report
  • Stock Receipts report
  • Purchase Order Payment Schedule report
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