Purchasing

Purchasing Module

Information crucial to a purchase should not be hard to get, it should be right at your fingertips. CDI Premium's Purchasing System automates the purchase order entry, purchase receipt, and inventory processes. The system provides the information necessary to make informed purchasing decisions, handling all associated background accounting and record keeping functions.

	Instantly know, while processing an order, any item's purchase history information including vendor, purchase date, PO numbers, purchase price, and quantity purchased
	Establish a complete document accountability trail: who, what, where, and when
	Independently change terms on a PO from vendor's default terms allowing users to change a net 30 account to net 45 for a single document
	Search for documents by vendor and document number, account name.
	Search for items by item code, category, description, model number.
	Instantly check payment history with a vendor, including A/P aging
	Centrally process orders for an unlimited number of locations with on-line lookup of stock levels, current quantities on order, and net availability information
	Keep an on-line periodic sales and purchase history for items and vendors.
	Automatically generate and track back orders for partial receipts
	Provide a user with in-line user-defined comments and document notation capability, as well as the ability to leave comments or instructions associated with a document
	Input manufacturer serial numbers for received materials. Once a serial number is entered (or scanned), all data, including place of purchase, vendor invoice number, sold-to information, customer invoice number, and warranty information can be retrieved at any time
	Input Sizes , color or styles for clothing type of products.
	Enter Weights for items sold by weight like poultry etc.
	Maintain lot's inventory for lot control items like drug. With the capability of doing recalls.
	Generate barcodes for inventoried items that do not have a manufacturer's upc code but do require tracking by barcode.
	Add items while in a document
	Track all purchase orders, including fixed assets, without affecting inventory
	Generate a complete list of required materials, allowing minimum reorder points and incorporating just-in-time materials planning
	Retrieve the actual purchase price of items being returned
	Use the system-defined flow control to allow the purchasing process to flow in a manner consistent with a company's normal course of business, greatly reducing errors and improving efficiency
	Incorporate item kit capabilities, allowing grouping an unlimited number of items into a kit. The kit can then be pulled into an order by a single keystroke to expedite the purchasing process
	Incorporate enterprise-wide document status capabilities to track and communicate with a multitude of criteria specific to your company (Reports are available to query-specific custom statuses for any document type)
	Reports to notified during the receiving process if any items being received are on a customer sales documents
	Full integration with Inventory Control and Accounts Payable
	Powerful transaction processing
	Automatic Landed cost Calculation based on Dollar amount, weight , units or volume.
	Powerful audit trail capabilities
	Customize Purchase Orders to your business
	Automatically create purchase orders

Analytical Reports:

	Receiving With Landed cost calculations and Gross profit %
	Shippable Backorders
	Purchase Order Register
	Purchase History
	Aged Purchase Orders
	Open and Back orders

Forms:

	Purchase Orders
	Receiving Labels
	Receiving Document

Powerful Purchase Order Processing Features

	Enter active purchase orders, standing purchase orders, future purchase orders, and blanket purchase orders.
	Automatically update the amount spent and remaining on each blanket purchase order as you order additional items.
	Create one purchase order from multiple requisitions
	Leave purchase orders open indefinitely until all items are received or cancel any remaining ordered items at any time.
	Create consolidated receivings with automatic landed cost calculations.
	Use non-inventory item numbers for one-time purchases, office supplies and on other occasions when you do not want to add the items to your regular inventory.
	Enter drop-ship addresses for items, shipping directly from the vendor to an address you enter or an inventory location or to customers’ addresses or ship-to locations.
	Automatically receive all items on a purchase order at once or receive partial purchase orders, entering quantities only for received items.
	Receive items with or without entering a purchase order for them first.
	Post multiple receipts to individual purchase orders.
	Process adjustments to quantities, item costs and additional costs directly on the receipt or the return, rather than as separate inventory adjustments.
	Enter additional costs, such as for freight, from multiple vendors to received inventory items on a single receipt and create a separate invoice for each vendor.
	Allocate additional costs to received inventory items by quantity, weight or cost.

Automatically Create Purchase Orders

	Automatically create purchase orders from Inventory Control reorder data.
	Use Inventory Control's vendor types to automatically create purchase orders for specified vendors.
	Include all items on the sales order or those items that have a back ordered quantity or those items that have an insufficient inventory quantity.
	Automatically create Purchase Orders to ship items directly from the vendor to the customer.

Customize Purchase Orders To Your Business

	Choose the type of Inventory Control item cost to display as the default cost on Purchase Orders transactions.
	Order items in one unit of measure and receive your items in another unit with automatic conversion.
	Use security to restrict access to Purchase Orders windows and to costs and quantities on invoice
	Accumulate statistics and history by periods that you specify and retain that information for as long as you need it.
	Print purchase orders, receiving slips, and mailing labels using standard Purchase Orders formats or design your own

CDI Premium’s interfaces to Mars 95 scientific purchasing module. This module sold by CDI to allow the user to record projected Sales Forecasts, giving a more accurate indication of whether shipping schedules are feasible and supply of goods are timely and sufficient. Mars 95 will generate product orders base on multiple parameters and statistical analysis.

Increase cash flow by reducing Inventory Investments and Stock Write Offs. To help you reduce stock, CDI Premium and Mars 95 keeps track of stock on-hand, where it is and identifies the market requirements. Flexible buying rules allow replenishment triggering and quantity ordering to be tailored to individual stock requirements.

Instantly know, while processing an order, any item's purchase history information including vendor, purchase date, PO numbers, purchase price, and quantity purchased

Establish a complete document accountability trail: who, what, where, and when

Independently change terms on a PO from vendor's default terms allowing users to change a net 30 account to net 45 for a single document

Search for documents by vendor and document number, account name.

Search for items by item code, category, description, model number.

Instantly check payment history with a vendor, including A/P aging

Centrally process orders for an unlimited number of locations with on-line lookup of stock levels, current quantities on order, and net availability information

Keep an on-line periodic sales and purchase history for items and vendors.

Automatically generate and track back orders for partial receipts

Provide a user with in-line user-defined comments and document notation capability, as well as the ability to leave comments or instructions associated with a document

Input manufacturer serial numbers for received materials. Once a serial number is entered (or scanned), all data, including place of purchase, vendor invoice number, sold-to information, customer invoice number, and warranty information can be retrieved at any time

Input Sizes , color or styles for clothing type of products.

Enter Weights for items sold by weight like poultry etc.

Maintain lot's inventory for lot control items like drug. With the capability of doing recalls.

Generate barcodes for inventoried items that do not have a manufacturer's upc code but do require tracking by barcode.

Add items while in a document

Track all purchase orders, including fixed assets, without affecting inventory

Generate a complete list of required materials, allowing minimum reorder points and incorporating just-in-time materials planning

Retrieve the actual purchase price of items being returned

Use the system-defined flow control to allow the purchasing process to flow in a manner consistent with a company's normal course of business, greatly reducing errors and improving efficiency

Incorporate item kit capabilities, allowing grouping an unlimited number of items into a kit. The kit can then be pulled into an order by a single keystroke to expedite the purchasing process

Incorporate enterprise-wide document status capabilities to track and communicate with a multitude of criteria specific to your company (Reports are available to query-specific custom statuses for any document type)

Reports to notified during the receiving process if any items being received are on a customer sales documents

Full integration with Inventory Control and Accounts Payable

Powerful transaction processing

Automatic Landed cost Calculation based on Dollar amount, weight , units or volume.

Powerful audit trail capabilities

Customize Purchase Orders to your business

Automatically create purchase orders

Analytical Reports:

Receiving With Landed cost calculations and Gross profit %

Shippable Backorders

Purchase Order Register

Purchase History

Aged Purchase Orders

Open and Back orders

Forms:

Purchase Orders

Receiving Labels

Receiving Document

Powerful Purchase Order Processing Features

Enter active purchase orders, standing purchase orders, future purchase orders, and blanket purchase orders.

Automatically update the amount spent and remaining on each blanket purchase order as you order additional items.

Create one purchase order from multiple requisitions

Leave purchase orders open indefinitely until all items are received or cancel any remaining ordered items at any time.

Create consolidated receivings with automatic landed cost calculations.

Use non-inventory item numbers for one-time purchases, office supplies and on other occasions when you do not want to add the items to your regular inventory.

Enter drop-ship addresses for items, shipping directly from the vendor to an address you enter or an inventory location or to customers’ addresses or ship-to locations.

Automatically receive all items on a purchase order at once or receive partial purchase orders, entering quantities only for received items.

Receive items with or without entering a purchase order for them first.

Post multiple receipts to individual purchase orders.

Process adjustments to quantities, item costs and additional costs directly on the receipt or the return, rather than as separate inventory adjustments.

Enter additional costs, such as for freight, from multiple vendors to received inventory items on a single receipt and create a separate invoice for each vendor.

Allocate additional costs to received inventory items by quantity, weight or cost.

Automatically Create Purchase Orders

Automatically create purchase orders from Inventory Control reorder data.

Use Inventory Control's vendor types to automatically create purchase orders for specified vendors.

Include all items on the sales order or those items that have a back ordered quantity or those items that have an insufficient inventory quantity.

Automatically create Purchase Orders to ship items directly from the vendor to the customer.

Customize Purchase Orders To Your Business

Choose the type of Inventory Control item cost to display as the default cost on Purchase Orders transactions.

Order items in one unit of measure and receive your items in another unit with automatic conversion.

Use security to restrict access to Purchase Orders windows and to costs and quantities on invoice

Accumulate statistics and history by periods that you specify and retain that information for as long as you need it.

Print purchase orders, receiving slips, and mailing labels using standard Purchase Orders formats or design your own