ERP Buying Module Training
Suppliers, material requests, requests for quotation, purchase orders, receipts and purchase invoices.
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- Number of sessions7 items
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About this training
Suppliers, material requests, requests for quotation, purchase orders, receipts and purchase invoices.
- Suppliers
- Material Request
- Request for Quotation
- Purchase Order
- Purchase Receipt
- Purchase Invoice and Payment
- Buying Reports
Training outline 7 lessons
1Suppliers
1. Define supplier groups.
2. Create a Supplier with name, group, currency and payment terms.
3. Add addresses and contacts.
4. Block the supplier temporarily if needed.
The video and file for this session will be added soon.
2Material Request
1. Create a Material Request and choose its type: purchase, transfer or manufacture.
2. Enter items, quantities and required date.
3. Submit; once approved, create an RFQ or purchase order from it.
4. Requests can be created automatically when stock reaches the reorder level.
The video and file for this session will be added soon.
3Request for Quotation
1. Create an RFQ from a Material Request.
2. Select suppliers and email them.
3. Record each reply as a Supplier Quotation.
4. Compare them in the report and pick the best offer.
The video and file for this session will be added soon.
4Purchase Order
1. Create a Purchase Order from a supplier quotation or material request.
2. Set supplier, required date and target warehouse.
3. Check rate, taxes and payment terms.
4. Submit and send it to the supplier.
5. Receipt and billing status are tracked on the order.
The video and file for this session will be added soon.
5Purchase Receipt
1. When goods arrive, create a Purchase Receipt from the order.
2. Enter received, accepted and rejected quantities.
3. Run incoming inspection if quality control is used.
4. Submit to increase stock.
The video and file for this session will be added soon.
6Purchase Invoice and Payment
1. Create a Purchase Invoice from the receipt or order.
2. Enter the supplier's invoice number and date.
3. Submit to create the payable.
4. Settle with a Payment Entry.
5. Add extra costs (freight, customs) to item cost with Landed Cost Voucher.
The video and file for this session will be added soon.
7Buying Reports
1. View Purchase Analytics by supplier and item.
2. Follow up ordered items not yet received.
3. Review an item's purchase price history for negotiation.
The video and file for this session will be added soon.