Purchasing Process Training
Getting Started with Purchasing
Quick Checklist
- Review how the Purchase Order Status changes the purchasing process.
- Create a new Purchase Order manually.
- Receive vendor shipment into stock.
- Create a Purchase Invoice.
- Sync with QuickBooks and view Vendor Bill created by Acctivate.
- Use the Reorder wizard to create multiple PO’s at one time based on demand.
Purchasing Process Library
Guided steps for specific functions regarding purchasing
Navigate the Library:
Purchasing Basics
Progress purchase orders bi-directionally with statuses to reflect where the POs are in the process.
Create a Purchase Order
Receive & Invoice a Purchase Order
Distribute additional fees, i.e., freight & customs, on vendor bills across the value of items received into inventory.
Additional Processes
For catch weight & variable items create a purchase order, receive into inventory & create a vendor bill.