Advanced Purchasing

Use Cases   Enhanced Emailing – Enhanced Emailing of Purchase Quotes, Orders, Return Orders, Credit Memos with Email Templates.   Attaching Docs to Email – option to indicated what attached documents to include in emails for PO/PQ/PRO/PCM. Late PO Receipt Dashboard – Dashboard to view POs that are late being received and follow-up email blasts to vendors. (can also be run from Job queue). Item Vendor – Enhanced Item Vendor showing last purchase date/qty/unit cost with drill down to entries. Auto Create SKU option, including Option to build from historical transactions. Auto Create Item Vendor Option, including Option to build from historical transactions. Item Vendor Factbox can be displayed on Sales Order/ Quote, Purchase Order/Quote, and Item Card Auto Calculation Item Vendor Lead Time – ability to have system calculate on each receipt the average lead time for that item/vendor. Purchase Tasks – ability to create and track Purchase Tasks (similar to CRM Tasks for Advanced CRM) Purchase Quote Worksheets – ability to generate Purchase Quotes based off Sales Quotes/Orders, Job Quotes/Orders, Requisition Lines, then auto select vendors based on best price or delivery. Recurring Purchase Orders and Purchase Invoices   Download Links Download from AppSource Access Setup and User Guide The AppSource download includes a 30-day evaluation license automatically installed at no charge. If you would prefer to download a PTE version of this extension, please reach out to support@erpconnectconsulting.com. Video- Product Demo Advanced Purchasing - Setup and Overview   Advanced Purchasing - Toolbox Tuesday Episode 19   Advanced Purchasing - Toolbox Tuesday Episode 7   Product Screenshots Item Vendor Insights       Auto Calculate Item Vendor Lead Times and Reorder Points       Vendor PO Follow Ups       Purchase Quote Worksheet       Recurring Purchase Orders and Invoices