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300 - Remote Training - Purchasing

Greg Stevens
09-30-2019
Tags: Purchasing, Setup, Training, Vendors

                   Purchasing

 

                    Purchasing is another very important part of the OnSite system.  Why?

 Although Purchase Orders do not directly hit the General Ledger, they DO  affect it when the sales order linked to the Purchase Order is invoiced.  Our experience with most new ShopWorks clients is that their Purchasing “procedures” are non-existent or not followed.  The problems listed below are common.

  • Don’t issue Purchase Orders.  “We trust our vendors”.    
  •  Purchase Orders incorrectly filled out. “We will worry about it when the bill comes in.”
  •  Too many hands in the purchasing “pot”.  Different people are handling the Purchasing and they each do it a different way.

 

1. Purchasing Setup & Basics – System setup and purchasing system overview.

 Purchasing Overview and Setup

  



 

2. Purchasing By Order – Purchase product and issue purchase orders specific to a single
sales order. Also covers subcontract purchasing (purchase of labor) for products that are
sent to other companies for embellishment.

 

 Purchasing by Order

 

 

3. Purchasing By Line Item – Purchase product and issue purchase orders across multiple
sales orders. Also covers subcontract purchasing (purchase of labor) for products that are
sent to other companies for embellishment.

 

 Purchasing by Line Item

 

 

4. General Purchase Orders – General Purchase Orders are used to purchase items that are
not related to products on invoices.

 

Creating General Purchase Orders

 

 

         Procedural Considerations

1. What type of Purchasing will you mostly do for your company?

2. What procedures will you need to implement in purchasing?

3. Who will do the purchasing, and when?