Purchasing
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
Stock receipts
Purchasing Matrix
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