Procurement
The procure-to-pay chain shared by every edition: vendors, purchase orders, delivery tracking, bills, vendor payments and credits, and goods returns.
PRC-01Understanding the Procure-to-Pay ProcessWorksuite, Manufacturing CRM, Construction CRM and Solar CRM editions. Requires the Purchase add-on module to be enabled for your account by an Administrator. The RFQ and vendor quote steps additionally…PRC-02Add Vendors and Vendor Price ListsWorksuite, Manufacturing CRM, Construction CRM and Solar CRM editions. Requires the Purchase add-on module to be enabled for your account by an Administrator.PRC-03Create and Issue Purchase OrdersWorksuite, Manufacturing CRM, Construction CRM and Solar CRM editions. Requires the Purchase add-on module to be enabled for your account by an Administrator. Creating a purchase order from an accepted vendor…PRC-04Track Purchase Order DeliveryWorksuite, Manufacturing CRM, Construction CRM and Solar CRM editions. Requires the Purchase add-on module to be enabled for your account by an Administrator.PRC-05Create a Bill from a Delivered Purchase OrderWorksuite, Manufacturing CRM, Construction CRM and Solar CRM editions. Requires the Purchase add-on module to be enabled for your account by an Administrator.PRC-06Pay Vendors and Allocate Payments to BillsWorksuite, Manufacturing CRM, Construction CRM and Solar CRM editions. Requires the Purchase add-on module to be enabled for your account by an Administrator.PRC-07Manage Vendor CreditsWorksuite, Manufacturing CRM, Construction CRM and Solar CRM editions. Requires the Purchase add-on module to be enabled for your account by an Administrator.
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