Purchasing handles everything from generating requisitions and purchase orders, to tracking purchase order change orders, to issuing receipts, return authorizations, invoices, and more.

Through tight integration with Inventory, Purchasing also gives you the ability to consolidate purchasing and replenishment of inventory items through one information source. Interfaces to Job Cost, Equipment Cost and Accounts Payable allow you to efficiently capture all your material details.

Item tracking

• Track items in a shared database with Inventory to consolidate purchasing and replenishment of inventory.
• Record and track item class, most recent cost and more.
• Set up automatic quantity conversions (e.g., automatically convert pallets to boxes, or boxes to units).
• Track all suppliers for each item including the most recent price offered by each.
• Track contract pricing information for each item (e.g., supplier, contract price, start and end dates, and quote number).
• Automatically update item record with the last supplier used during PO entry.
• Record a reorder point for each item and use reorder reporting to monitor status.

Purchase order processing

• Draw information from the item database to quickly generate POs for jobs, equipment and inventory.
• Copy existing POs to generate new ones.
• Automatically prefill the PO entry window with item pricing information or most recent vendor and price (override the prefill if necessary).
• Customize the PO entry window to add and remove columns.
• Enter requisitions and automatically create purchase orders from them.
• Track PO amounts against budgeted amounts and set security to control operators' ability to enter POs that exceed budget.
• Enter PO change orders and track them separately in Job Cost.
• Edit uncommitted POs and void as needed.
• Push a button to send POs and PO change orders to Job Cost for tracking project commitments.
• Create subcontracts, unit rates, and blanket orders.

Receiving

• Enter receipts to multiple POs in the same entry session.
• Click "receive all" to automatically receive all displayed items, or receive items manually using an interactive checklist.
• Segregate receiving and invoicing functions, or combine them into a single step to streamline operations.
• Record add-on charges, such as freight, while receiving.
• Close orders and automatically create a change order.

Download more information in a printable PDF format.