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  3. Purchasing

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Purchasing
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Products

  • How to edit or create a product
  • Learn about cost and list prices
  • Assign units of measure to a product
  • Assign a vendor to a product
  • Configure all product purchasing preferences
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Inventory

  • How to look up inventory
  • Analyze historical demand
  • View inventory transaction history
  • Review open orders
  • Check a price for a customer

Purchasing workflow

  • Understanding the purchasing workflow
  • Create a purchase order based on a projected reorder quantities
  • Create purchase orders from open backorders
  • Create a manual purchase order
  • Confirm product delivery

Search purchase orders

  • How to search for purchase orders
  • Track purchase order status
  • Cancel purchase orders

Receiving Stock

  • How to receive products from POs
  • Enter an invoice for a PO receivable
  • Split receipts for PO receivables

Forecasting

  • Fine-tuning forecasting
  • Control reorder quantities for sporadic demands
  • Manage reorders for unusual demand fluctuations
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