Purchase Orders
Managing Purchase Orders and your supplier interactions
14 articles
- Setting up Supplier Acknowledgements & Tracking PagesAllow your suppliers to acknowledge your Purchase Orders directly in Zigaflow, and even enter tracking information on dispatch
- Tracking the Expected Dates of Individual PO ItemsZigaflow allows you track track individual items on a PO and see these dates on the source Job/Sales Order
- Receive a Supplier Delivery on a Purchase OrderReceive stock and non-stock items
- Creating an Automated Message to Chase a SupplierAutomatically ensure that your supplier has received and is processing your purchase order
- Creating an Automated Message to notify the customer that the supplier has dispatched the items
- Creating an Automated Message escalating a supplier's lack of responseSet up an escalation email to the assigned user or a manager
- Automated Import of Supplier Invoices (PDFs)Zigaflow allows you to upload PDF Supplier Invoices which are then automatically recognized and matched against their purchase order
- Reversing a Supplier Delivery Note / PO ReceiveYou can reverse the receipt of items on a PO by editing the Supplier Delivery Note.
- Setting up Spend Limit ApprovalsRestrict what certain users can spend without approval
- Auto-move the Parent Job/Sales Order on ReceiptEven if you have multiple PO's from a Job/Sales Order, this automation will move the linked Job/Sales Order when the PO is received
- Retro-Actively Linking a PO Item to a Job/Sales Order ItemIf there is no link between the two, for example where an RFQ was created from the job
- Push an Item from a PO to a Job/Sales OrderWhen an item is added directly to a PO it can be pushed up to the linked job/sales order
- Printing Item Labels from Purchase OrdersPrint off codes, descriptions, quantities, barcodes and more
- One Purchase Order for More than One Customer - Avoiding Supplier Minimum OrdersIf you want to send one PO for a supplier for multiple customers, for example to avoid minimum order charges