Purchasing Process

Getting Started with Purchasing

Quick Checklist

  1. Review how the Purchase Order Status changes the purchasing process.
  2. Create a new Purchase Order manually.
  3. Receive vendor shipment into stock.
  1. Create a Purchase Invoice.
  2. Sync with QuickBooks and view Vendor Bill created by Acctivate.
  3. Use the Reorder wizard to create multiple PO’s at one time based on demand.

Guided steps for specific functions regarding purchasing

Navigate the Purchasing Process Library:

Review Purchasing & Vendor Information | Create a Purchase Order | Receive & Invoice a Purchase Order | Additional Processes

Review Purchasing & Vendor Information

Purchasing List

Easily view purchase order details and move through procurement process.

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Vendors List

Take a quick look at activities linked to the supplier and create purchase orders.

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Purchase Order Statuses

Progress purchase orders bi-directionally with statuses to reflect where the POs are in the process.

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Create a Purchase Order

Create a Purchase Order Manually

Initiate the manual creation of a purchase order using streamlined methods.

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Reorder Inventory Based on Demand

See all products that need to be reordered and create POs for them quickly.

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Send Purchase Order to a Vendor

Generate Purchase Orders from the Purchasing list, Read Only PO screen, Enter PO window, or PO Manager.

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Receive & Invoice a Purchase Order

Purchase Order Receipt

Receive inventory & ensure proper reconciliation of purchase accounts..

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Purchase Invoice

Create a purchase invoice to cover the payable amount of a specific purchase.

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Allocate Other Amounts via
Landed Cost

Distribute additional fees, i.e., freight & customs, on vendor bills across the value of items received into inventory.

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Additional Processes

Vendor Returns

Streamline the return process to suppliers for damaged goods, incorrect orders, etc.

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Purchasing with Catch Weights

For catch weight & variable items create a purchase order, receive into inventory & create a vendor bill.

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Next Steps

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