Purchases

Introduction to purchases

• Overview of purchases
• Addresses on purchase orders
• Purchase order field descriptions

Purchases setup and configuration

• Purchase settings
• Purchase statuses and workflow
• Lead times and delivery date

Purchase order processes

• Creating and editing purchase orders
• Importing purchase orders
• Sending a purchase order to your vendor
• Back orders for purchases
• Merging purchase orders
• Vendor acknowledgement and shipping confirmation using the web portal
See all 7 articles

Purchase payments

• Introduction to purchase order payments
• Marking purchases as paid

Deliveries and goods-in

• Receive inventory on a purchase order
• Unreceiving items from purchase orders
• Advanced workflows for goods-in

Purchase refunds and returns

• Cancelling and deleting purchase orders
• Purchase credits and returning items to a vendor

Purchases reporting

• Purchase order list
• Purchase detail report
• Purchase reports: configurable columns
• Purchase reports: filters

Accounting for purchases

• Receiving purchase invoices
• Batch invoicing purchase orders
• Multiple invoices for a single purchase order
• Managing discrepancies between a purchase order and invoice
• Un-invoicing purchases

Landed costs

• Introduction to landed costs
• Allocating landed costs to purchase order rows
• Correcting or deleting landed costs
• Entering landed cost invoices
• Estimated, actual and invoiced landed costs
• Reconciling landed costs
See all 9 articles

Troubleshooting and updates

• New features in Purchases

Videos

• Video: Cloning / Just in time / Back to back Purchase Orders