Getting Started - Purchasing Setup
Updated
by
Cheryl Wallace
Previous Step: Getting Started - Service Setup
Consult your implementation guide!
- Set up Min / Max quantities.
Import the minimum and maximum levels for Part Numbers for each Stocking Location in Import Data. Should be done for all Part Numbers you will use with this module. Review during training or see this link. |
- Add Vendors if not previously added.
Vendors can be assigned to Part Numbers and are required in the Purchasing module when creating POs or receiving inventory. Also can be used in conjunction with Work Orders in the Service module. Review during training or see this link. |
- Add Units of Measure if not previously added.
The Purchase Unit determined for each Part Number on each Purchase Order works with the Unit of Issue assigned to each Part Number to correctly update received quantities (e.g. Each, Pair, Box of 12, etc.). Review during training or see this link. |
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Next step: Getting Started - Transaction Rental Setup
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Overview: Getting Started - Implementation Step Summary
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