Purchasing
Purchase orders from request to receipt, approved before anyone spends.
Raise a purchase order, get it approved, mark it ordered and receive what arrives, with stock updated as it comes in.
- Draft, approved, ordered, received
- Manager approval
- Partial receiving
- Stock updated on receipt
Why it matters
Equipment gets ordered by whoever needs it, on whatever card is handy. Nobody knows what is on order, what arrived or whether it was approved, and stock counts drift.
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Spending approved first
Every order is approved before it is placed.
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Know what is on order
See every order and where it stands.
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Stock that adds up
Receiving updates stock automatically.
How it works
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Raise it
Pick the vendor and add the lines.
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Approve and order
A manager approves; mark it ordered when placed.
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Receive
Receive what arrives, all at once or in parts.
What Purchasing does
Businesses that buy equipment or stock for themselves or their clients.
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Clear stages
Draft, approved, ordered and received, or cancelled.
- Who did what and when
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Vendor picker
Recent vendors first, search as you type, or add a new one.
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Partial receiving
Receive part of an order now and the rest later.
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Stock updates
Received items are added to stock when Assets is on.
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On the phone
Approve, mark ordered, receive and cancel from your phone.
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Works with Accounting
Supplier bills and recurring costs live in Accounting.
Who it is for
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An IT provider / MSP
Laptops and network gear ordered for client projects, approved and received against stock.
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A trades business
Materials ordered per job and received on site.
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Any business
Office and equipment purchases approved before they happen.
Works with the rest of CRM-NG
- Assets
Received items update stock.
- Accounting
Supplier bills are handled in Accounting.
Questions
Who can approve?
Managers.
Can we receive part of an order?
Yes, and the rest later.
Does it pay the vendor?
No. Supplier bills and payments are in Accounting.
Can I approve from my phone?
Yes.
See Purchasing running on your own data.
Every module runs on CRM-NextGen Cloud: we set it up and run it for you. Beta members get the first invites and hear pricing first.