User Workflows‎ > ‎

Purchasing Materials

Step 1 - Purchasing Officer or Engineer creates a purchase order and adds materials, links the job, the quantity required and quoted costs.  The order is then confirmed.

Step 2 - Stores receive shipment from supplier and can decide which option to receipt materials in.  If a batch number is required for the materials use inwards goods module - complete the received quantity and release number.  Then create a batch.  If no batch number is required the materials can be received directly in the purchase order by ticking the appropriate lines and selecting "Receive" from the drop down menu.

Step 3 - Accounts receive the supplier invoice and confirm part costs/values, add the invoice number and invoice date.  Then select "Save" or if this is the final line on the order select "Complete".