The [Purchasing] module is the one in which the entire Purchasing process is managed: definition of suppliers and follow-up of purchase requests, POs, and deliveries up until invoicing.
Synopsis
Supplier
The [Supplier] function allows you to manage the contact information and persons of referenced suppliers for the creation of item and service catalogues, and for sending out POs.
Foreign currencies and Exchange rates
List the currencies of your suppliers so as to be able to set the exchange rates, which will be used to convert the amounts (of purchase requests, POs).
Purchases
Purchases follow the following cycle:
- Issuance of the purchase request
- A warehouse worker notices that an inventory of spare parts requires replenishment
→ He issues an "Inventory" purchase request. - When preparing a work order, a manager lists the parts needed for the work that are not in inventory
→ A "Work order" purchase request is generated upon validation of the work order.
- Processing the purchase request
The purchase request is checked, specified in detail, and then validated by the Purchasing department. It will give rise to a PO that will be tracked in CARL Source if you have the [PO] function.
- PO tracking
The PO is created from the purchase lines emanating from one or more requests. It is modified, if necessary, and then sent to the supplier.
- Receiving and returning
The ordered items are delivered by the supplier. The quantity received is entered in the CARL Source [Receipt] function. The history is available in the Receipt history.
The items are then checked by the requester, returned to the supplier in the event of non-compliance ([Return to supplier] function), otherwise accepted, and then stored in the warehouse or used for the work order.
- Invoices
An invoice is created in CARL Source from PO and receipt information. It is compared to the invoice sent by the supplier. Once it is paid, it can be closed.
Purchase types are used to classify purchase requests and POs according to the type of item or service requested.
Define the additional expenses likely to appear in the purchase requests and POs along with their type of allocation.
Services
The tasks customarily subcontracted by a service provider are described in the catalog of services.