Purchase
Streamline and automate your purchasing activities, including vendor management, purchase orders, invoicing, and payment processing
Optimize Purchasing, Improve Supplier Relationships, and Maximize Profitability!
Record and keep track of purchases
- Record the cost of purchases and keep track of accounts payable
- Easily create purchase documents for any missing item quantities
- Create receipts and invoices before you post a purchase order
Streamline your purchasing process and maintain accurate records
- Make corrections or cancel a purchase invoice that has already been posted
- Select multiple lines from different purchase receipts to include in the same invoice.
- Automatically determine the necessary order date for items that need to be in inventory on a specific date
Register new vendors, merge any duplicate records, and efficiently work with blanket sales orders or blanket purchase orders.
- Create a vendor card for each vendor that you do business with.
- Use the Merge Duplicate page to consolidate the duplicate records into a single card
- Blanket orders do not affect item availability, allowing the order to be used as a monitoring, forecasting, and planning tool
Works great with
Dynamics 365 Customer Service
a customer-centric solution that utilizes automation and AI to enhance customer support for increased retention and strengthened relationships, by consolidating customer engagements across channels, providing smart resolution, and predicting customer needs for personalized interactions
