Automate stock management with gomac purchase orders.
In this article, we will be talking a bit about how the stock and purchase order module works in gomac, the Purchase Order flow and how you can go about creating your first Purchase Order in gomac. So lets get started.
In gomac, stock and purchase orders are available as sub modules under the parent ‘Purchase’ module. As displayed in the picture above, the Purchase module’s initial page opens its dashboard which shows some important data such as your Stock levels, Low Stock products, Available Stock, Purchase Order statuses, Awaiting Stock and a quick overview of currently active Purchase Orders. From this dashboard you can drill down to the specific module you wish to view, i.e: Purchase Order or Stock. Lets start things off with Purchase Orders since it is an important aspect of effective business inventory management and a key player in the gomac inventory management flow.
The Purchase Order (PO) Process
gomac’s purchase order process contains 4 stages where a PO can exist. These stages are Pending, Approved, Rejected/Cancelled and Complete. When a new PO is created, it is automatically placed in the Pending stage. The reason behind this move is discussed in the next section.To open the Purchase Order sub module, click on the ‘List’ button next to the Purchase Order tab in the parent Dashboard.
Pending Purchase Orders
Approved Purchase Orders
If a purchase order is Approved from the Pending stage, gomac will move that PO to the ‘Approved‘ tab. From here, the PO can be Downloaded or Emailed to the selected supplier directly from within gomac. As well as giving you the functionality to download and email the Purchase Order, the ‘Approved’ tab is also where you can mark the received stock of PO’s.From the Approved tab’s grid, find the ‘Stock Received’ column and click on the blue hierarchy button to select the amount of stock received. A popup will open where you will be able to select the products which have been received. This allows for flexibility when marking received stock, as often stock is received partially. Once any amount of stock from within the PO has been marked as received, gomac automatically updates your stock levels depending on your input. NOTE: a PO cannot be cancelled once partial or full stock has been marked as received.
Rejected/Cancelled Purchase Orders
Completed Purchase Orders
The gomac Stock Management Module
From this page, various different aspects of a stock can be changed. It is important to note that this page does not display available stock by Product. That is shown in the initial Purchase Dashboard. This sub-module displays the stock entries by Supplier. It lists various details of a stock such as the Stock Code (NOT the product code), Received Date, the Warehouse (this is any physical place where you stock is kept), quantity of products within a stock, Products within a stock and any Notes added to a stock.
If you make use of the gomac purchase order module then you will probably never need to open this module as all the stock will automatically be added by gomac through the purchase order flow. However, if you do not want to make use of the gomac purchase order flow, this module can be used entirely on its own. Simply access this module whenever you need to add new stock, click on the ‘New Stock’ button provided in the page and fill all the required details.
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