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