Procurement
Purchase orders, deliveries, bills, paying vendors and the procurement reports.
- Procurement: an overviewEverything you buy in one place: purchase orders, bills, expediting and the procurement reports.
- Sending a purchase order, and sign-offCheck what your vendor will see, send the order, and how sign-off works for bigger orders.
- What your vendor seesYour vendor confirms the order on their own page, flags anything different, and adds tracking later.
- Tracking deliveries, item by itemEvery item on an order is tracked on its own, from shipped to arrived.
- Expediting and follow-upsEvery item on every order you have sent, most at risk first. Log follow-ups and ask vendors for updates.
- A delivery update for your clientTell your client where their pieces are, with no prices, vendors or order numbers.
- Bills: from a vendor’s invoiceTurn a vendor’s invoice into a bill linked to its purchase order. Walter reads the invoice for you.
- Match to the POLine up what you ordered against what the vendor charged, and decide who pays the difference.
- Returns, damage and vendor creditsRecord a return or damage, what the vendor will do, restocking and freight, and what it means for your client.
- Paying vendorsRecord a payment you made elsewhere, or send it with WorkPay by bank transfer, virtual card or check.
- Margin and Vendor reportsWhere your margin went, and how each vendor is doing.
- Purchase order, products, variance and installation reportsThe other procurement reports, and the Installation report for install day.