Purchase
Introduction
The 'Purchase' module is an extension to the Recreatex basic module and is used for managing the purchase of articles. Although the 'Stock' module also allows a form of purchase management thanks to the 'Purchase journal' (see Stock manual 'STOCK'), the functionalities of the purchase module are more comprehensive and therefore better for professional use.
The basic concept of purchasing articles using the purchase module is relatively simple and in short, comes down to the following:
One or several purchase orders are created either through automatically generated purchase propositions, either manually.
If one works with an approval procedure, purchase orders always have to be approved before the order can be placed.
If required, an offer is asked for the planned purchase.
The desired articles are ordered.
Once the ordered articles have been delivered (partially or completely), you can record these into the system as 'receipts' and the stock will be updated with the delivered quantities.
In function of the follow-up of a purchase order, current status is linked to each purchase order.
The following statuses are possible:
To be ordered
To be approved (only if an approval procedure is used)
Rejected (only if an approval procedure is used)
Ordered
Partially delivered
Completely delivered
The status allows each user who consults the purchase order to see the current status of the purchase.
In order to be able to use the purchase module optimally, it is important to correctly determine the required parameters and settings before the first use.