Use Cases

• Enhanced Emailing – Enhanced Emailing of Purchase Quotes, Orders, Return Orders, Credit Memos with Email Templates.  
• Attaching Docs to Email – option to indicated what attached documents to include in emails for PO/PQ/PRO/PCM.
• Late PO Receipt Dashboard – Dashboard to view POs that are late being received and follow-up email blasts to vendors. (can also be run from Job queue).
• Item Vendor – Enhanced Item Vendor showing last purchase date/qty/unit cost with drill down to entries.
  
• Auto Create Item Vendor Option, including Option to build from historical transactions.
• Item Vendor Factbox can be displayed on Sales Order/ Quote, Purchase Order/Quote, and Item Card
• Auto Calculation Item Vendor Lead Time – ability to have system calculate on each receipt the average lead time for that item/vendor.
  
• Purchase Quote Worksheets – ability to generate Purchase Quotes based off Sales Quotes/Orders, Job Quotes/Orders, Requisition Lines, then auto select vendors based on best price or delivery.
• Recurring Purchase Orders and Purchase Invoices

Download Links

Download from AppSource Access Setup and User Guide

The AppSource download includes a 30-day evaluation license automatically installed at no charge. If you have any questions, please reach out to [email protected].

Video- Product Demo

Advanced Purchasing - Setup and Overview

Advanced Purchasing - Toolbox Tuesday Episode 19

Advanced Purchasing - Toolbox Tuesday Episode 7

Product Screenshots

Item Vendor Insights

Auto Calculate Item Vendor Lead Times and Reorder Points

Vendor PO Follow Ups

Purchase Quote Worksheet

Recurring Purchase Orders and Invoices