The Purchasing Module helps you to automate your purchasing. In order for the system to automatically generate a Purchase Order you must set up your inventory with your Source Vendors, and then set up the Order Level, Stock Level, Quantity on Hand, Lead Time, Safety Stock, and Order Frequency for your Vendors. Once Sales History has been accumulated for a few months, you may set your Order Level and Stock Level based on Quantity Sold. In multi-Locations, you may do a Transfer Purchase Order between Locations. The Transfer Vendor is the Location you are transferring inventory from.

NOTE: Whenever a Due Date is displayed for a Part Number, a highlighted “T” is displayed after the Due Date if the item is on a Transfer Purchase Order. The item may be on a regular Purchase Order, as well as the Transfer.