Purchase module
General path: Company space > Purchases
The Purchase module covers purchase requests, suppliers, supplier prices, purchase orders, approvals, replenishment, receipts, invoices and reports.
Suppliers
Path: Company space > Purchases > Suppliers
Required: Supplier name. Optional: main contact, email, phone, address, payment terms, delivery lead time, notes.
Purchase requests
Path: Company space > Purchases > Purchase requests
Purchase requests express an internal need before creating a purchase order.
Cycle: Draft → Submitted → Approved or Rejected → Converted to purchase order if approved.
Check: title or subject, priority, requested date, need lines, quantities, rejection reason if rejected.
Purchase orders
Path: Company space > Purchases > Purchase orders
Check: supplier, lines, description or item, quantity, price, currency, dates.
Depending on the amount or configured threshold, a purchase order may go through an approval step before confirmation.
Supplier prices
Path: Company space > Purchases > Supplier prices
Records negotiated prices by item and supplier. Facilitates auto-filling of purchase orders.
Replenishment
Path: Company space > Purchases > Replenishment
Process:
- View items at low stock or out of stock.
- Check suggested quantities.
- Select items to order.
- Generate a purchase order.
Receipts
Path: Company space > Purchases > Receipts
Check: source order, quantities received, discrepancies, status.
WARNING
Validating a receipt may create a stock entry if lines concern stock items and the Stock module is active.
Supplier invoices
Path: Company space > Purchases > Supplier invoices
Check: supplier, linked order or receipt, amounts, dates, taxes, status.
Purchase report
Path: Company space > Reports > Purchases
May show: ordered amount, invoiced, paid, supplier balance, validated or pending receipts, top suppliers.