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Procurement

Procurement Tracking

Our complete Distributor Integration retrieves your pricing & availability, places electronic orders and tracks your shipments, serial numbers, & receiving.


  • QuoteWerks Procurement Tracking
    For Online Orders placed through QuoteWerks order status updates are available. You can see real-time order statuses including line item shipping status, estimated ship date, ship date, warehouse fulfillment locations, shipping tracking numbers, product serial numbers, and more.
  • Placing Electronic Orders - Overview
    In this video, we use the Purchasing window to place an order with our distributor, Tech Data, then send the Purchase Order to QuickBooks, and lastly we retrieve real-time order status shipping tracking and serial numbers..
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Overview


For Online Orders placed through QuoteWerks with D&H, Ingram Micro, SYNNEX, and Tech Data, order status updates are available on the Purchasing window in QuoteWerks. Users can check on real-time order statuses including line item shipping status, estimated ship date, ship date, warehouse fulfillment locations, shipping tracking numbers, product serial numbers, and more - all on a single screen in QuoteWerks.

How often do you get a call from your customer like "Where is that server I ordered?". Some companies have to pay a full time person just to keep up with order status requests. With the Procurement Tracking feature, you can spend less time tracking your orders and more time building your business.

Not only can you track order status, you can keep track of the actual fulfillment. Sure, you placed the order with 5 items on it, but has it shipped? Did all 5 items ship? Have you actually received all the items? UPS says it was delivered, but you don't have it. Do you have all the items you need for Customer ABC to do the job for them? You submitted one PO, but how many sales orders did the distributor split that into? What were the serial numbers for those servers? All of these answers are presented to you on this screen.
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