25. Transform your vision – ask us how!
1. Create a new purchase order (PO) in the ERP system.
2. Select the supplier/vendor from the ERP’s supplier database.
3. Input the product details, including SKU, quantity, and unit price.
4. Specify delivery dates and times.
5. Set up shipping terms and methods.
6. Define payment terms and conditions.
7. Attach relevant documents (e.g., quotes, contracts).
8. Assign a unique purchase order number.
9. Submit the PO for internal approval.
10. Get management or department approval (if required).
11. Send the approved PO to the supplier.
12. Receive confirmation from the supplier.
13. Track order status within the ERP system.
14. Monitor the PO for any changes or amendments.
15. Update the ERP system with shipment tracking details.
16. Receive alerts for upcoming delivery dates.
17. Verify shipment upon delivery.
18. Conduct a quality check of the received items.
19. Record received quantities in the ERP.
20. Match the delivery against the PO for accuracy.
21. Update inventory levels based on the received items.
22. Notify relevant departments of the received goods.
23. Approve the invoice sent by the supplier.
24. Process payment according to agreed terms.
25. Close the purchase order in the ERP system.
26. Record any discrepancies or issues with the order.
27. Create a purchase order report for analysis.
28. Evaluate supplier performance and delivery efficiency.
29. Archive the completed purchase order for future reference.
30. Analyse data for procurement optimization and cost savings.
31. OPTIONAL* Book a demo with the MISS Enterprise team so that I can SHOW you how to do all this!