Purchasing & suppliers

Keep the order, the stock and the supplier connected.

Follow purchasing from supplier records and purchase orders to invoices, incoming stock, payments and returns. Give your team a shared record of what has been ordered and what happens next.

QuickTapIllustrative data

Purchase follow-up

Illustrative example with fictional records
DocumentSupplierStage
PO-201Sample suppliesOrdered
PI-183Sample packagingIn transit
PAY-092Sample suppliesRecorded
A simplified workflow example. Records and available options depend on your module setup.

Supplier information in one place

A visible purchasing document trail

Payments linked to supplier records

Built for daily work

The details that keep work connected.

Keep supplier records useful

Maintain supplier details alongside the purchase documents and payments your team needs to review.

Prepare and follow purchase orders

Record the items and quantities being ordered, then follow the related purchasing documents as the order progresses.

See incoming stock

Review purchase invoices and stock in transit alongside warehouse records before treating an incoming order as available stock.

Close the loop

Record supplier payments and purchase returns so the supplier relationship includes what was paid and what was sent back.

One connected workflow

From preparation to review.

  1. Create the supplier and prepare a purchase order.

  2. Review the invoice and incoming stock records.

  3. Record payments or returns and review purchasing reports.

A few practical questions

Clarity before your next step.

Can I record a payment to a supplier?

Yes. Supplier payments are available in purchasing alongside supplier records and invoices.

How does purchasing relate to inventory?

Purchasing documents and incoming-stock workflows work with product and warehouse records. The inventory page explains balances and internal transfers.

How do I choose the right plan and setup?

This module is available from Starter. Review the plan comparison and discuss your team and location requirements during the demo. Compare plans →

Start with your workflow

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