Manage purchasing activities & processes seamlessly to improve spend management
- Quick access for all authorized company personnel of purchasing history, current & historical pricing, cross-referencing product codes & more.
- Manage Requisitions, Request for Quote, Purchase Orders, Receiving & Alerts.
- Ensure correct quantities of inventory with reorder alerts, purchasing workflow and related reports, i.e. overstock analysis.
- Evaluate vendors through supplier performance analysis.
- Easily handle drop shipments and special orders.
Recent Webinar
Purchasing Tour 
Purchasing Guide 
Purchasing Library 
A Guide to Get You Started
- Step by step directions for learning everything related to purchasing in Acctivate.
- Take the guesswork out of knowing what to learn next and onboard new team members quickly.
Learn Acctivate Purchasing
Ready to go beyond the basics? Take a look at the many other purchasing topics to learn everything about what Acctivate has to offer.
Explore Key Concepts
Purchasing Guide
Purchasing Process Checklist
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Purchasing Process Video
Watch the Purchasing Process video. It is recommended you watch this with Acctivate open. This way you can pause and see how the information looks in your Model company. -
Create a Purchase Order
Create a new Purchase Order manually. A purchasing workflow can be used if needed via the Purchase Order Status. -
Check Price for Vendor
Confirm the purchase order pulled the proper price based on the chosen Vendor. If you imported your product list from another system, you’ll need to assign vendor pricing on each item either manually or through an import. -
Receive Inventory
Receive inventory from a Purchase Order. There's an option to receive PO’s in full or to add products from the specific PO on the receipt window. Check out information on this setting here. -
Purchase Invoice
Create a Purchase Invoice. -
Shipping Costs
Add shipping costs to Other Amounts tab. -
Sync with QuickBooks
Run a sync with QuickBooks and view the new Vendor Bill. -
Reorder Inventory
Create Purchase Orders through the Inventory Mgmt tab of Business Alerts using the Reorder wizard. -
Purchasing Reports
Take a look at the Purchasing Reports to see what pertains to your business and the information that populates.
Purchasing Library
The following topics cover the various purchasing processes with guided steps for specific functions.
Create a Purchase Order
Receive & Invoice a Purchase Order
Vendor Returns
