How to received item with Serialization

1.On the menu, click Purchasing and select Receiving Delivery.

2.Click to create new and Select the required details, Supplier, Purchasing type, Company, and Date. Once done, you can now add a product.

3.Click Add new item button to add items to your order. Once done, click the dropdown and select the item to purchase.

4. To Serialize item, Click Serialize button then click serialize. Once done Click View SKU.

5.SKU number is autogenerated, manually input your SKU name in SKU title and Select Expiration and warranty if you have one. Once done click Save button and Click the receive to add quantity to your stock.

6. Review the item, once done click receive button to finalize receiving.

How to approve a purchase requisition

1. Go to purchasing, click purchase requisition

2. Choose Purchase order that needs an approval, or you can get a notification for purchase order requisition approval at the upper left beside the SystemSIA logo.

3. Check the requisition. Once the requisition is okay, you can change the status of the items (refer to the status list below) and click Convert to PO button. You may now proceed to Purchase Orders.

The Purchase Request has 4 statuses:

Pending – unresolved item

Submitted – submitted for approval if there are approvers 

Note: If you have not encoded approvers yet, kindly follow the instructions on How to set up an approver.

Approved – approved items will be included in the Purchase Order

Disapproved – not approved

Note: One Purchase Request with different suppliers will be separated into different POs per supplier.

Receive delivered items with Purchase Order

Adding of quantity to your inventory can be automatically done by receiving delivered items. This is also an accurate way of tracking of inventory.

1. On the menu, click Purchasing and select Receiving Delivery.

2. Click create new with PO and Select required details, Purchase order number, and warehouse. Once done item will automatically add. Besides you can also edit the quantity depends on the item you received. 

3. Review item. Once done click create button. 

4. Click the receive button to finalize the receive item. 

Note: if you have serialization on your item click here for the steps

Next Step:

Note: After clicking Finalize, the quantity will be automatically added to your stocks.


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Orders to purchase

Control the purchasing of products and services by creating an official document. Purchase Orders can be created directly or created from an approved Purchase Request.

Note:

  • In order to create a Purchase Order, products must be encoded in the system. If you have not encoded products yet, follow our instructions on How to setup a product record.
  • For a secure process, approval of orders is implemented but is optional as well. If you have not encoded approvers yet, follow our instructions on How to setup an approver.

How to create a Purchase Order

1. On Purchasing menu, click Purchase Order and click Create New button.

2. Fill in the purchase details and click Save. Note: In Purchasing Type, choose if the item(s) is/are your product(s) or asset(s).

3. Select items to purchase. There are 3 ways to add an item.

1st: Select from the dropdown, edit the quantity, and click Add button.

2nd: Click Search Barcode button, type the barcode, and press Enter.

3rd: Click Search Item button.

  • Click the dropdown button and select how you want to search the item. By Itemcode, Name, Barcode, or Description.
  • Type the information you want to search and click the search button.
  • Look for the product at the results. Click Add to PO button, edit the quantity, and click Save Changes button.

4. Double check the details and click Submit then Proceed button.

Note: If your process requires approval, the Purchase Order will be pending. Wait for it to be approved to proceed.


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Request items to purchase

To ensure the importance and correctness of every purchase to be made by the department, a request of the orders can be created for approval.

Note:

  • In order to create a Purchase Request, products must be encoded in the system. If you have not encoded products yet, follow our instructions on How to setup a product record.
  • For a secure process, approval of requests is implemented but is optional as well. If you have not encoded approvers yet, follow our instructions on How to setup an approver.

How to create a Purchase Request

1. On the Purchasing menu, select Purchase Requisition and click Create New button on the Action section.

2. Fill in the request details and click Save.

3. Select the items you want to request from the dropdown, input the quantity and click Add button. Note: You can add items from different suppliers in one request.

4. Once the items are complete, change the status of the items (refer to the status list below) and click Convert to PO button. You may now proceed to Purchase Orders.

The Purchase Request has 4 statuses:

  • Pending – unresolved item
  • Submitted – submitted for approval if there are approvers Note: If you have not encoded approvers yet, kindly follow the instructions on How to setup an approver.
  • Approved – approved items will be included in the Purchase Order
  • Disapproved – not approved

Note: One Purchase Request with different suppliers will be separated to different POs per supplier.


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