QuickBooks Inventory Management Software | Acctivate

QuickBooks Inventory Management Software

 

Purchasing Process

 
 
 
 
 
 

Purchasing Process Training

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.

Purchasing Process Library

Guided steps for specific functions regarding purchasing

Purchasing Basics

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

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

Review supplier data and related transactions quickly in one spot from Acctivate’s Vendors List.

Create a Purchase Order

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

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

 

Receive & Invoice a Purchase Order

Receive inventory & ensure proper reconciliation of purchase accounts.

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

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

Additional Processes

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

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

 

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