Edit stock items
Step 1 Go to “Purchasing Management”, select “Supplier Management” and click on “Inventory”. Step 2 Select a part. It is possible to search for a stock part by clicking on “Filter By”. Step 3 Click on edit: Step 3 Edit the desired fields. Part type, Stock UOM, Usage UOM and conversion If the part being […]
Edit Warehouse records
Step One Go to “Purchasing Management” and select “Supplier Management”. Select a supplier from the list and click on “Inventory”. Step Two Select a part. It is possible to search for a stock part by clicking on “Filter By”. Step Three Click on “Warehouses”: Step Four Click the edit button. Step Five Edit the warehouse, […]
Receiving Management
Filter and view Issued PO’s To view a PO Click on the view button. To print a PO Click on the print button. To send a PO by email Click on the email button. To receive a PO Click on the cart. Receiving PO’s Step One Enter the received quantities. Enter the received quantity by […]
Create Requisitions
Step One Go to “Purchasing Management” and select “Supplier Management”. Select a supplier from the list and click on “Inventory”. Step Two Go to “Purchasing Management” and select “Supplier Management”. Select a supplier from the list and click on “Inventory”. Step Three Click on “Requisitions”: Step Four Requisitions screen will display any requisition in a […]
Add a Warehouse record
Step One Go to “Purchasing Management” and select “Supplier Management”. Select a supplier from the list and click on “Inventory”. Step Two Select a part. It is possible to search for a stock part by clicking on “Filter By”. Step Three Click on “Warehouses”: Step Four Click the edit button. Step Five Click on the […]
Add a supplier
Step One Go to “Purchasing Management” and select “Supplier Management”. Select a supplier from the list and click on “Inventory”. Step Two Select a part. It is possible to search for a stock part by clicking on “Filter By”. Step Three Click on “Suppliers”: Step Four Click on the “+” icon to add a new […]
Add stock items
Step One Go to “Purchasing Management”, select “Supplier Management” and click on “Inventory”. Step Two Click on “New” Step Three Enter the required fields. Required fields are marked in red. Step Four Part type, Stock UOM, Usage UOM and conversion If the part being added is a unit part, the stock and usage unit of […]
Create Purchase Orders
Step One Go to the “Purchasing Management” module and select “Requisition Management”. Step Two Select the items on the list and click on the “confirm” icon. Use the search function to filter requisitions per order number, supplier, status. Pending items will be set to Confirmed after selecting “Approved”. Confirmed Items may be added to new […]
Creating Purchase Orders
Step One Select a confirmed order and click on Step Two Select the items you would like to create a purchase order for. Step Three Confirm the items. Step Four Add the items into a Purchase Order. Step Five Select an existing open PO or add the items to a new PO. If adding to […]
Creating Purchases from a Batch
Step One Select the batch number and click on “Requisitions”. Step One Select the items you would like to add to a purchase order. Step Three Confirm the items. Step Four Select and add the items into a purchase order. Step Five Select an existing, open PO or add the items to a new PO. […]
