Audit Trail
Complete Audit Trail
One of the main compliance aspects of our system is the ability to see the history of the document. For every Order raised, we create a history as shown below. To get to the history, just view the document and page down to the history section, as shown below:
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GRN an order
GRN means Goods Received Note> its an established process of receipting a delivery / order Documents > Purchases As part of your ordering process, you may wish to GRN (Goods Receipt Notes) your order. This effectively sets “how much” of your order ...Editing an order
Documents > Purchase Orders > PO Number Click the PO number from the list view to go into the Purchase Order. You have a list of 'document actions' in the top right. You can edit an order by selecting the 'Edit' option. If set, any editing of the PO ...Duplicate Order Prevention
Business > Settings > Validation Using some very clever logic, we have the ability to “suggest” to the person raising an order that this may be a duplicate. If enabled, similar orders are compared and the user alerted. This is a simple feature you ...Supplier acceptance of order
We have two ways for a supplier to accept an order. The first is very easy, you can add Accept / Reject buttons to the supplier email template. The second is more sophisticated. It requires the supplier to digitally sign your terms and conditions ...Creating a purchase order
Creating your order The video below shows you how to create a purchase order. You can create a purchase order in two ways. You can either go to Documents > Purchases and click "New Purchase Order" or you can click + > New Purchase Order on the ...