Purchase orders
How to manage purchase orders and your supplier interactions in Zigaflow
14 articles
- Setting up supplier acknowledgements and 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 a full or part supplier delivery on a purchase order, record the delivery note number, adjust quantities and book items into stock.
- 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 itemsSet up an automated email that tells your customer when the supplier dispatches their order, including the shipper name and a tracking link.
- Creating an automated message escalating a supplier's lack of responseSet up an automated email on a purchase order pre-build that escalates to the assigned user or a manager when a supplier hasn't responded.
- 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 approvalsSet spending limits for PO line items and totals, apply them to user roles, and let restricted users request approval from an admin.
- 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
- Retroactively 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 item labels from a purchase order for every item, one section, or selected items, and choose which label template to print with.
- 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