Handling Different Types of Purchase Orders with Acctivate
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Handling Different Types of Purchase Orders with Acctivate
Managing purchase orders isn’t always straightforward. While standard purchase orders ensure your stock levels are replenished regularly, businesses often encounter situations that require more flexible purchasing options. Whether restocking inventory based on demand, fulfilling customer requests through direct shipments, or managing special orders, having the right tools in place can make all the difference.
Acctivate helps businesses handle different types of purchase orders efficiently, ensuring a seamless connection between purchasing, inventory, and order fulfillment. Instead of forcing companies into a one-size-fits-all purchasing workflow, Acctivate provides tailored solutions for different purchasing needs, allowing for:
- Reordering inventory based on stock levels to keep operations running smoothly.
- Drop-shipping products directly from vendors to customers for faster fulfillment.
- Managing special orders by consolidating multiple requests into vendor POs for efficient processing.
Let’s explore how Acctivate makes handling these different types of purchase orders simple and efficient.
Ensuring Stock Availability When You Need It with Smart Reordering
Keeping inventory stocked at optimal levels is crucial to running a smooth operation. Too much inventory ties up cash, while too little inventory leads to stockouts and delays. Acctivate streamlines the reordering process through its Inventory Manager, which allows businesses to quickly assess stock levels and reorder based on demand.
With Acctivate, reordering is not just about replacing what’s been sold—it’s about making informed purchasing decisions based on your business’s unique needs. Acctivate replaces outdated manual ordering processes with an intuitive Create Reorders feature that simplifies reordering with:
- Suggested Restock Formula: Acctivate evaluates stock levels and provides suggested reorder quantities based on demand trends and inventory thresholds.
- Flexibility to Reorder Any Product: You can reorder both inventoried and non-inventoried products, even if they aren’t currently suggested for restocking.
- Preferred Vendor and Pricing Integration: Before placing an order, Acctivate ensures that vendors and pricing are properly assigned, saving time and reducing errors.
- Reorder Categories: Quickly identify products that need to be reordered, assembled, or discontinued, ensuring you only purchase what’s necessary.
Drop Shipping: Direct Shipments from Vendor to Customer
Drop shipping is the solution for businesses that don’t always want to keep certain products in stock. Drop shipping sends products directly from a vendor to the customer, bypassing warehouse storage entirely. This approach reduces inventory carrying costs while ensuring customers receive their orders quickly.
Acctivate’s Drop Ship Purchasing Wizard simplifies the drop-shipping process by integrating seamlessly into the sales order workflow. When an order is placed, you can designate items for drop-shipment by simply selecting “Drop Ship” in the sales order line. Acctivate then takes care of the rest:
- Automatic Purchase Order Creation: Once a drop-shipped item is flagged, Acctivate generates a purchase order for the vendor.
- Order-Specific Fulfillment: The vendor ships the product directly to the customer, while Acctivate keeps records of the transaction without affecting your on-hand inventory.
- Consolidated Order Information: Special instructions from the sales order are carried over to the purchase order, ensuring smooth communication with vendors.
Drop shipping is beneficial for businesses that sell large, custom, or infrequently purchased items that would be costly to stock. Acctivate makes it simple to manage these orders while maintaining a seamless purchasing experience.
Streamlining Customer-Specific Purchases with Special Orders
Some products aren’t stocked regularly but are still essential to fulfilling customer requests. Special orders allow businesses to purchase these products on demand while maintaining control over fulfillment.
Acctivate’s Special Order Purchasing Wizard provides a structured way to handle special order products, ensuring customers receive exactly what they need without requiring businesses to hold extra inventory. With Acctivate, you can:
- Designate Products as Special-Order Items: Products can be marked as “Special Order,” so they are only purchased when needed.
- Consolidate Orders for Efficiency: Multiple special orders for different customers can be combined into a single vendor purchase order, reducing purchasing complexity.
- Define a Default Warehouse for Special Orders: Businesses can set up a designated warehouse for special order receipts, which allows for better tracking and fulfillment.
This approach is ideal for companies that sell made-to-order products or purchased items based on specific customer requests. Acctivate helps businesses minimize excess inventory by managing special orders effectively while still meeting customer demand.
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