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Purchasing Administration

This section contains procedures to set up, maintain, and review vendors, vendor catalogs, purchase orders, and special order products.

Vendor Information

Vendor Information includes the vendor's name, addresses, phone numbers, email addresses, websites, contacts, FFL number, FTP information, and various identifiers.

• Create a Vendor Record
• Modify a Vendor Record
• Manage a Vendor's Contacts
• View the Vendor List
• Import Vendor Data into the Vendor List

Vendor Catalogs

Vendor Catalogs provide a list of the products available for purchase from a specific vendor.

• View and Update a Vendor Catalog
• Add a Product from a Vendor Catalog to the Product Database

Purchase Order Features

Purchase Order Features provide procedures for manually ordering products, tracking unfulfilled orders, and streamlining the Receiving process.

• Create a Purchase Order
• Create a Vendor Purchase Order
• Import Purchase Order Data
• Manage a Pending Purchase Order
• Modify a Pending Purchase Order
• Process a Pending Purchase Order
• Delete a Pending Purchase Order

Sales Orders and Quotes

The Sales Orders and Quotes feature allows the user to create, review, and edit quotes and sales orders (including sales orders from an internet sales portal), print associated documents, complete sales orders for shipping, and review completed sales orders for a selected date range or an individual customer.

• Maintain Sales Orders and Quotes
• View the Sales Order History

Special Order Features

Special Order Features allow special orders to be reviewed, edited, printed, and assigned to purchase orders.

• Maintain Special Orders
• View a Special Order's Details
• Edit a Special Order’s Notes
• Add or Remove a Special Order Product
• Amend an Existing Purchase Order for a Special Order Product
• Create a New Purchase Order for a Special Order Product
• Print a Special Order