PURCHASING AND INVENTORY
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Fast, Easy, Flexible Receiving. With FlooringSoft you can receive all or a partial amount of any particular line item. You can also receive an entire purchase order with a single click! Generate a Receiving Ticket using any screen throughout the system where you can see a line item (such as on a PO, a sales contract, on the job cost sheet, the material on order list, or a work order). If you can see it, you can receive it. Deliver me! In FlooringSoft, keeping track of deliveries couldn’t be simpler. You can deliver all or part of any single line item, or mark all of a PO as delivered with a single click. Just like the receiving ticket, you can generate a delivery ticket from anywhere in the system that you can see the item. Delivery tickets are used in situations such as when you are dropping something off with no installation, or for example, when you are delivering hardwood prior to installation in order to allow it to acclimate. You Have Your Assignment… You can assign material to a quote or a contract. There are two types of assignment status: “Stock Reserved” and “Soft Reserved”. Stock Reserved means that the system will actually deduct the material from the available quantities in inventory. Soft reserved does not actually deduct from available quantities and is used mainly for quotes. Tag It and Bag It. Creating warehouse tags couldn’t be easier in FlooringSoft. Data for the warehouse tag is automatically generated from information that is already in the system. The Warehouse Tag has a large format roll number, the customer name, bin location, job number, PO number, and the work order number – everything you need to reference this order. For The Purchasing Manager. FlooringSoft provides several very useful lists to assist the purchasing manager. When a salesperson marks a contract as ready for ordering, and requests an order date, the contract shows up instantly on the “Jobs Ready for Ordering” list. Based on permissions and options, the PO can be generated by the salesperson, or by the order desk. The purchasing manager also has two other lists that are very useful: the “Material on Order” list, and the “Material to be Ordered” list. To see this in action, sign up for a Free Live Demo. |
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