Purchasing Dashboard

Purchasing Dashboard

The purchasing dashboard gives you access to all areas of the purchasing system. 



Ordering
  1. Order Guide
    1. Categorized list of items that you purchase for your facility on a routine basis. 
  2. Quick Order
    1. Place a one time quick order for any supplier.
Purchasing
  1. Purchase Orders

  2. Invoices
    1. Invoices are confirmed purchase orders
Tables
  1. Contact Manager
  2. Departments
  3. Inventory Locations
  4. Ledgers
  5. Payment Type
  6. Suppliers

Miscellaneous
  1. Item
  2. Pricing Import
  3. Supplier Item Link

    • Related Articles

    • Adding a Supplier Contact to be emailed

      When you want to add a new contact for a supplier so they can be automatilied email when an order is placed. Go to Purchasing and then Suppliers.  Click on the 3 dots next to the Supplier you want to add the email and then Contacts Click on the Plus ...
    • Placing an Order through the Order Guides

      To place an order through the order guide.  Go to Purchasing and then Order Guides. Type in the Qty in the items that you want to order for all the order guides. When you are ready to place the order click on "Create POs"   Review the information ...
    • Purchasing Overview

      Overview Ordering Order Guide Features Order Flow
    • Order Guides - Quickly Entering Qtys

      To quickly enter quantity inside of the order guide.  Click on the Qty Column and then type in the correct quantity you wish to order and press enter to get to the next item to enter your next quantity.
    • Ordering - Reset to Lowest Unit Price

      To reset all the items in the current order guide to the lowest unit price. Doing this will select all the bids that have the lowest unit price. If you have an Bid that is locked, that bid will stay even if it is a higher unit price.