Ordering from your suppliers
Your suppliers are CRM records like any other, and the orders you place with them are tracked from the moment they are sent through to receipt into stock.
Creating a supplier
A supplier is a company (or contact) record attached to the CRM: it benefits from the same history, the same custom fields and the same 360° view as your customer records.
Creating a purchase order
- From the supplier's record, create a purchase order.
- Add the products ordered, with any applicable discounts and VAT.
- Enter the delivery address.
- Send the purchase order to the supplier.
Tracking: sent → confirmed → received
The purchase order moves through successive statuses that reflect its actual progress:
- sent to the supplier,
- confirmed by the supplier,
- received — receipt then feeds the serialized inventory or the stock quantities of the products concerned.
info
The purchase price recorded on receipt of a purchase order feeds the margin calculation on your quotes and invoices.