Purchase Order Management

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Revision as of 12:06, 11 August 2021 by Admin (talk | contribs)
 There are multiple numbers of a switch on Tactic ERP & CRM Software, ALSOFT provides as If you click on "Classify billed" and "Classify Delivered", this switch status to "Processed" and order will disappear from the menu "Orders delivered". It should be visible in "Orders processed".

1. Purchase Order Management--

 Using Tactic RP & CRM Software open customer orders and open purchase orders and automatically calculate the correct quantity to buy.
  • Generate your Purchase Orders automatically.
  • Create Purchase Orders, Approve, Receive and Bill your Purchase Orders.
  • Receive your Products at your doorstep.
  • Use the wizard to provision and stock your warehouses based on defined optimal quantities.
  • Procurement Management by our free service.
  • Calculation of Weighted Average Price can be done automatically.

2. Purchasing & Receiving--

  • Mail notification on payment of any purchase.
  • SMS notification is also done in Tactic ERP & CRM Software.
  • Online payment mode recovery free of cost.
  • Get the product at your doorstep.
  • Track your product from order confirmation to get the product.
  • Cancel your order at any time etc.

3. Order Management--

 The creation of an invoice needs to go on the card of a third party, on the tab "Customer" (this requires your third party has a customer nature).
  • Create Purchase Orders, Approve, Receive and Bill your Purchase Orders...
  • If you are tracking your stock, then use the stock dispatching wizards to receive products in your warehouses...
  • Calculation of Weighted Average Price can be done automatically...
  • Use the wizard to provision and stock your warehouses based on defined optimal quantities...
  • Generate your Purchase Orders automatically...
  • Take into consideration, open customer orders and open purchase orders and automatically calculate the correct quantity to buy. ..
  • Grant users and groups permissions on the workflows.

4. Order Tracking--

 Manage your commercial re-launch and its piloting through this module: orders to re-launch, re-launch monitoring ... Do not miss out on customers!
  • Generate one or several invoices from customer orders when they are at status "validated" or "delivered".
  • You can also define order as "Delivered" (change status to "Delivered") when you want...
  • There are multiple numbers of a switch on Tactic ERP & CRM Software Alsoft provides as If you click on "Classify billed" and "Classify Delivered", this switch status to "Processed" and order will disappear from the menu "Orders delivered". It should be visible in "Orders processed".
  • Knowing at every time the processing of a customer order, optimizing access to the stock.
  • controlling the parcels content, editing documents and labels informing customers are the daily work of people in charge of processing customer orders..
  • From the acceptance of an order to its delivery to the customer, you can follow every step of this important process directly from your Tactic screens.
  • Parcel tracking Follow the route to the recipient directly from the dedicated follow-up page.

5. Receipt Management--

 The receipt Management feature offers a workflow to let your employees make their expense report. The manager will receive alerts to refuse or approve the expense report. You can also follow if it has been paid or not.
  • Create your shipments in one click from any order. Compare the quantity shipped with the quantity to ship...
  • Your stock is updated automatically when you make a new shipment...
  • Validate your expense report for approval. An E-mail is generated automatically and sent to the employee supervisor.
  • As a manager, find all the expense reports waiting for your approval, and validate or refuse them.
  • Easily track your shipment with a direct link to the transporter tracking tool that is automatically filled.
  • Join any files (proof of purchase, receipts, bills ...) to the expense report.

6. Discount Management--

  • Export your orders with the Export module to reuse them with third-party tools.
  • Use predefined and dynamic statistics pages to get useful information about your sales representative's performance.
  • Manage the previous discounts of a customer.
  • Track all discount reports of a business.
  • Discount on coupon management.
  • Discount offer through email or SMS.