Add vendor details including their address, contact person, phone number, email address, bank accounts, invoicing and payment details, and currency code. See payables owed and payment history reports.
Allow for the shipment of goods purchased from a supplier to be delivered direct to your customer.
Payments to Vendors
Keep your payables to your suppliers in order with the ability to account for different currencies from your suppliers.
Manage negotiated discounts from your suppliers based on minimum quantity, unit of measures and more.
Create a purchase invoice to record your agreement with a vendor to buy goods on specific delivery and payment terms or create a purchase invoice from all or selected lines on a sales invoice. Option to insert recurring purchase lines such as for monthly replenishment order.
Payables Approval Workflows
Incorporate your approvals workflows in Financials for Office 365 with approval amount limits specific to each user. Request approval for posting and notify an approver in the system who can approve, reject even delegate the request to another user all on your phone.
Add items and specify their unit of measures (e.g. piece, kilo, pack, hour), costing method (e.g. LIFO, FIFO, Standard, Average), unit cost and price. View your current stock levels and transaction history.
Easily provide availability of your inventory across various locations and by multiple methods, see availailbity by transactions, or by item.
Item Variants & Substitutions
Link Items with the same (or similar) characteristics, so that if a customer orders an item which is unavailable, you can offer a substitute item.
Serial and Lot Numbers
Assign serial and lot numbers manually or automatically.
Essential for a business wanting to track freight time and charges for shipments from overseas. See expected arrival date, bill of lading number and more.
Allow for streamlined logical planning for your Inventory with reordering policies and minimum and maximums levels. Even bulk create replenishment of your inventory through a worksheet.