Advanced Purchasing
- Use Cases
- Download Links
- Video- Product Demo
- Product Screenshots
Use Cases
- Enhanced Emailing – Enhanced Emailing of Purchase Quotes, Orders, Return Orders, Credit Memos with Email Templates.
- Attaching Docs to Email – option to indicated what attached documents to include in emails for PO/PQ/PRO/PCM.
- Late PO Receipt Dashboard – Dashboard to view POs that are late being received and follow-up email blasts to vendors. (can also be run from Job queue).
- Item Vendor – Enhanced Item Vendor showing last purchase date/qty/unit cost with drill down to entries.
- Auto Create SKU option, including Option to build from historical transactions.
- Auto Create Item Vendor Option, including Option to build from historical transactions.
- Item Vendor Factbox can be displayed on Sales Order/ Quote, Purchase Order/Quote, and Item Card
- Auto Calculation Item Vendor Lead Time – ability to have system calculate on each receipt the average lead time for that item/vendor.
- Purchase Tasks – ability to create and track Purchase Tasks (similar to CRM Tasks for Advanced CRM)
- Purchase Quote Worksheets – ability to generate Purchase Quotes based off Sales Quotes/Orders, Job Quotes/Orders, Requisition Lines, then auto select vendors based on best price or delivery.
- Recurring Purchase Orders and Purchase Invoices
Download Links
Video- Product Demo
Product Screenshots
