Multi Contact Keeping track of each person and knowing which location they work at, are they a decision maker or not and what their email and phone number is? All this information is very valuable for your purchasing team and will improve the knowledge sharing of the supplier's relationship.
Multi address Keep track of all physical addresses of each supplier. If your supplier has multiple locations you can save them all with our unlimited address book entries. And define the default shipping address for speeding the Purchase Order taking process.
Complete History Create, check status, and get instantaneous access to all Purchase Documents directly from the Supplier account : Purchase Orders, Invoices and Credit Notes.
Linked Documents Browse the supplier's history with ease from document to document just by following the links. Jump from order to invoice or return, in one click.
Serial number and Lot number with expiry Directly from the Purchase Order track all Lot numbers, quantities and expiries received. If you purchase a product with serial numbers, you will start tracking them directly at the receiving.
Smart Assistant Simply transform your "received Purchase Order" into an invoice ready to be paid at the terms negotiated. Duplicate a previous Purchase Order and complete it to speed up your purchasing for another warehouse.
Payments and Refunds tracking Register any payment and refund for each supplier. Record multiple payment for one purchase order.
Balance Keep an eye on how much you owe to your supplier at a glance. You have the total amount of all invoices due.
Down payment on Purchase Order It's common for a new supplier to require a down payment, especially if your first order total amount is substantial. How will you handle it? Just create a payment on your Purchase Order and it's done. When you get the invoice the payment will be automatically applied. You keep track of this payment all along the process, into your supplier account.
Deposit You have multiple projects started with the same supplier and they asked for one payment as deposit. Your supplier account will receive a "Store Credit", and then it will be easy for you to use it to pay multiple Purchase Order.
Store Credit Easily keep track when you get a credit from your supplier because of damaged merchandise or incomplete delivery. You will create a Credit Note and credit the "Store Credit" available from your supplier. Then you will be able to use it to pay future invoices.
Customer Discount and Terms You can set up a discount granted by your supplier. It will be applied automatically on all Purchase Order that will be sent to them. You can also set the payment term that will be used to calculate each Purchase Invoice due date, that will build up your cash flow forecast.
Supplier Relationship Management and Appointments Keep track of all your communication with your supplier. When was your last phone call and what was its purpose. Know if you called your supplier for a claim and for what reason. Schedule a meeting with multiple contact include several of your team members.
