Purchasing
Managing purchases
24 articles
- Main Page (Purchase Orders)Find, filter, and act on every Purchase Order from one centralised view.
- Purchase Order and Bill DetailsThe complete field-by-field reference for the Purchase Details page.
- Creating and Editing a Purchase Order or BillBuild new purchase orders or bills, or edit existing ones, with full product and supplier management.
- Duplicating a Purchase Order or BillCreate a new purchase order or bill from an existing one for repeat orders.
- Checklists (Purchase Orders)Track tasks on purchase orders and bills, with reusable templates for recurring jobs.
- Linked Orders (Purchase Orders or Bills)Establish relationships between purchase orders and sales orders to track related work in one view.
- Purchase Order TimelinesSee every status change, action, and event that happened on a purchase order, in chronological order.
- Splitting a Purchase Order or BillMove part of a purchase order or bill into a new order when only some items need to proceed separately.
- Purchase Order and Bill Statuses and Action ButtonsHow a purchase order or bill's status controls which actions are available at each stage.
- Printing and Emailing a Purchase Order or BillSend a purchase order or bill to a supplier via print or email, with or without pricing.
- Converting a Purchase Order to a Bill / Bill to a Purchase OrderMove an order between purchase and bill states without recreating it from scratch.
- Changing the Supplier on Purchase Order or BillReassign an order to a different supplier without recreating the line items.
- Archiving Purchase Order or BillMove outdated or completed purchase orders out of the active list while keeping them for record-keeping.
- Marking Purchase Order or Bill as ReceivedMark items as received to automatically update stock levels in the Product Catalogue.
- Purchase OrdersManage purchase orders from creating new orders through to receiving stock and billing.
- Main Page (Suppliers)Searchable and sortable list of all suppliers, with purchase history at a glance.
- Purchase HistoryEvery purchase order and bill placed with a supplier, with search, filters, and bulk actions.
- Supplier DetailsView and edit a supplier's general details, including company name, address, and contact information.
- Supplied ProductsView and edit a supplier's general details, including company name, address, and contact information.
- Contacts (Suppliers)Manage every contact linked to a supplier, including salespeople, accounts contacts, and other points of contact.
- Individual Supplier SettingsConfigure per-supplier accounting integration settings.
- SuppliersOverview of all customer-related features and functions in Factory
- Adding and Archiving SuppliersAdd new supplier records, or archive inactive ones to keep the active list clean.
- FAQs (Suppliers)Quick answers about access, supplier records, accounting links, and common errors.