Purchase Management

How to use Purchase Management module

  1. First, you purchase order setting: Purchase -> Setting: If you check checkbox when create “Purchase order” not create “Purchase request”, “Quotation”
  2. Second, you go to create approval: Purchase-> Setting -> Approval -> New Approval setting

    List of approval:
  3. Create new vendors:Enter the required information: Purchase -> Vendors -> New Vendors

Detail vendors:

Company Cube System. Includes: Profile and Contact.

a. Profile: Includer Customer detail, Customer file, Billing $ Shipping, Vendor admins

Customer detail: Name, address, phone number, tax code, …
Customer file: Create new lable in file PDF, HTML.
Billing & Shipping: You can copy the address from the customer detail page
Vendor admins: Create View detail contact -> Profile -> Vendor admin-> Assign admin

List of vendor:

b. Contact: Create contacts for partners

View detail contact -> Contact -> New Contact
List of contract:

    1. Create new Items Purchase -> Items -> Add

      List Items:
    2. Create new purchase request: Purchase -> Purchase request -> New

List Purchase request:

Approval purchase request: View detail purchase request -> Sent request approval

The designee will receive a notice. To approve, click on the button
Sign


Approval: Click button Approval

  1. Create new Quotation: Purchase -> Create new estimate

    The list of quotation.

    Approval quotation:View detail quotation -> Button “Send request approval”. The designee will receive a notice. To approve, click on the button Approval
  2. Create new Purchase Order: Purchase -> Purchase Order -> Create new

    The list of purchase order.

    You can filter list folow:

    From date AND To date

    Status

    Vendors

    View detail purchar recod

    Change status:


    Payment recod:View detail purchase order -> Payment recod -> Button “Payment”

    Reminders:View detail purchase order -> Reminders -> Button “Set estimate reminder”

  3. Create new Contract: Purchase -> Contract -> New

    The list of contract.
    Sign contract:View detail purchase request -> Sign
  4. Report: Purchase -> Report Filter by Period:

    a.Cost of import goods for each item:
    – Filter by current year. Displays the purchase cost from the purchase order for each item. One item can pay on multiple bills.

    – The report is used to see how much it costs to buy items. Compare with the revenue see how much profit and loss how much money. What is the total amount of all items on each invoice?

    b.Purchase statistics by number of purchase orders:
    – Filter by current year.

    – The report is used to see how many orders are made each month. Compare with the amount sold too high or too low or not.

    c.Purchase statistics by cost:– Filter by current year.

    – The report is used to view the cost of purchases per month. Compare with monthly sales to see how much profit you have
  5. Choose vendor when create, update expense
  6. Vendor Portal