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Purchasing & Procurement

Overview​

The purchasing module manages supplier relationships, purchase orders, and goods receiving.

Suppliers​

Adding a Supplier​

  1. Go to ERP → Purchasing → Suppliers
  2. Click Add Supplier
  3. Enter company info, contact details, payment terms
  4. Save

Supplier Information​

  • Company name, VAT number, address
  • Contact person, email, phone
  • Default payment terms (net 30, net 60, etc.)
  • Notes and internal references

Purchase Orders​

Creating a Purchase Order​

  1. Go to ERP → Purchasing → Orders → New
  2. Select the supplier
  3. Add line items with products, quantities, and unit costs
  4. Set expected delivery date
  5. Submit the order

Purchase Order Lifecycle​

Draft → Submitted → Partially Received → Fully Received
                  ↘ Cancelled

Receiving Goods​

When products arrive:

  1. Open the purchase order
  2. Click Receive Goods
  3. Enter actual quantities received
  4. Note any discrepancies
  5. Confirm — stock is automatically updated in the selected warehouse

Reports​

  • Open Orders — Purchase orders awaiting delivery
  • Supplier Performance — Delivery times, accuracy rates
  • Cost Analysis — Purchase price trends over time