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 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