Summary:

1)       Adds sophisticated and automated purchasing to QuickBooks accounting.

2)       Adds your inventory stocking and purchasing rules to QuickBooks Purchase Order processing.

3)       Custom fields from QuickBooks can be mapped into the QuickBooks Purchasing Wizard or set up in QBPW

4)       After grouping your QuickBooks customer orders by supplier, purchase quantity recommendations are made using your company’s inventory and purchasing rules as set up in the wizard’s inventory.

5)       Purchase Orders are created, printed and sent to your supplier using your supplier’s units of measure, case quantities and economic order quantity requirements allowing you to take advantage of their consequent discounts.

6)       Purchase orders are thoroughly validated against QuickBooks requirements and posted to QuickBooks where they are received and fed into your QuickBooks accounting.

7)       Special reports can easily be created as needed.

1. As easy as 1, 2, 3:

Purchase Order Recommendations

1. Stocking rules: The ‘Purchase Order Recommendation’ system, considers both current customer requirements and inventory ‘stocking rules’.  It will recommend a purchase quantity in ‘ReOrder Quantity’ or ‘Case Pack’ increments when stock goes below its ‘Reorder Point’.  Its goal is to leave your stock level as close to ‘Max Qty’ as possible after satisfying immediate customer requirements. It excludes inactive, Non-Stock, Drop Ship items.

2. Company purchasing rules fields can be set up in the wizard, or as QuickBooks custom fields.

3. The Recommendations report prints sorted by supplier and item in single or double line format.

4. The ‘Purchase Order Recommendations’ screen lets you refine the recommendations by adjusting quantities, removing lines that should be purchased elsewhere, or selecting only certain suppliers according to your company needs.

5. Create, modify and send your PO s. Click the button to create and print, email or fax them to your suppliers.

 

 

I. Screen tips explain each object’s purpose and use.

 

 

6. The wizard will print, fax or email your PO s to your suppliers.

7. Transfer your PO s into QuickBooks for receipts & accounting.