Modules · Purchasing

Order what you need, follow it through to receipt.

Purchasing follows orders for supplies from request to receipt, line by line, and credits the stock at each receipt.

Benefits

Orders started in one clickA replenishment proposal becomes a draft purchase order, with the item’s preferred supplier and unit cost.
A clear workflowDraft, submitted, approved or rejected, ordered, received: each step refuses an incompatible status, and an order with no lines cannot be submitted.
Stock kept up to dateEach receipt credits the stock with no re-keying and can never exceed the quantity ordered.
References that do not vanishA supplier, contract, item or room named on a purchase order cannot be deleted, whatever the order’s status.

From a crossed stock threshold, or by hand: supplier, optional framework contract and order lines.

The order is submitted, then approved or rejected.

The approved order is marked as ordered.

Each line is received in one or several goes; the stock is credited at each receipt.

Stock Replenishment proposals come from stock thresholds; each receipt creates an entry there, with no data entry.
CMDB Suppliers, framework contracts, items and rooms are checked against the repository; the “Order” button prepares the purchase order with the preferred supplier and unit cost.
Contracts A purchase order cites the supplier’s framework contract, checked on entry.
CRM: customer relationship management A stock shortfall on a customer order becomes a purchase proposal; the latest purchase cost gives the cost price and the actual margin.

Purchase ordersSupplier, optional framework contract and lines: item, receiving room, quantity and unit cost (up to five lines at creation).
Approval workflowDraft, submitted, approved or rejected, ordered, partly received, received; cancellation possible until the order is complete.
Line-by-line receiptPartial or full receipt, never exceeding the quantity ordered; the stock entry is automatic and matched to the order.
Replenishment proposalsList of pending proposals and conversion in one click; the item’s preferred supplier and unit cost are carried over.
Checks at creationThe supplier, the contract, each item and each room must exist and be of the right type.
Protected referencesDeletion refused while an order names the supplier, the contract, the item or the room; the message counts the lines and orders concerned.
Simultaneous receiptsIf two people receive the same line at the same time, the second is refused cleanly, with no double credit.
APIThe same operations are available through the product’s REST API.

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