Epic - Purchase Orders

The Purchase Order module makes your buying of inventory simple. A ‘computer generated’ order guide scans through the inventory and makes a recommendation on what needs to be purchased. The order guide uses sales history, items on hold, back orders, stocking levels, and quantities available to determine what is needed from a given vendor, a given manufacturer, or by product code. Non-stock items that are back ordered are also shown.

Inventory at multiple branch locations can be combined to determine what is needed company wide, or one location can be used as a central supply location.

The purchase order can include multiple lines of the same item and multiple comment lines.

Non-stock items are added with full descriptions and special notes. Non-stock back orders are pulled from the back order file maintaining consistency with the customer's specifications.

To expedite ordering, the purchase order can be computer faxed directly to the vendor (requires optional fax module) or it can be printed, then faxed or mailed.

Items that are on order are made available to any user that looks up inventory pricing and availability in response to customer inquiries. The information includes quantity ordered, purchase order number, date ordered, and any outstanding back orders for customers against that order.

The Purchase Order Due Date Report helps manage outstanding orders. It lists each with a receipt status and indicates whether it has been billed or paid. The amounts are also listed by user-defined date ranges, to enable the management of cash flows.

Stock receipts are made from the purchase order with a minimum of manual entry. Labels may be generated automatically for each part received. All receipts produce a stock receipt report. Back orders received are listed on a special report showing the customers who ordered the items, and thus simplifying back order shipment.

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