CHAPTER 19: Purchasing

Purchasing is a feature available both manually and through the Real-time Module, which enables you to place orders electronically with the USA and Canadian divisions of D&H, the USA and Canadian divisions of Ingram Micro, the USA and Canadian divisions of Tech Data, and the USA and Canadian divisions of SYNNEX.

To begin the purchasing process, select the Tools -> Purchasing menu or click the purchasing icon on the top menu bar:

This will open the Purchasing window:

For further information on purchasing, see the following sub topics:

•Purchasing Window

•Creating Electronic Purchase Orders

oD&H Online Ordering

oIngram Micro Online Ordering

oSYNNEX Online Ordering

oTech Data Online Ordering

•Creating Manual Purchase Orders

•Managing Purchase Orders

oPurchase Orders Tab

oOrdered Items Tab

oManaging Purchase Order Items

oReceiving Inventory

•Vendor Maintenance

Note:

If you're using Autotask, ConnectWise, QuickBooks, or Sage 50 (Peachtree) to manage your purchase orders, there are special considerations to take, as well as more features available for integration with those tools. For more information, see:

•Creating Purchase Orders in Autotask

•Creating Purchase Orders in ConnectWise

•Creating Purchase Orders in QuickBooks

•Creating Purchase Orders in Sage 50 (Peachtree)