Overview
The Purchase Order module is the main hub for creating, approving, and managing purchase orders (PO) within DASH. It consolidates POs across suppliers, and gives teams visibility into all stages of the purchasing process, from initial requests and approvals through vendor management, receiving, and reconciliation. This module is commonly used by purchasing specialists, inventory managers, operations staff, and accounting teams to request and approve orders, manage vendor relationships, reconcile invoices, and generate procurement reports.What You Can Do
In the Purchase Order module, you can:- Manage Purchase Orders: Oversee the entire purchase order lifecycle, from creating and requesting POs to approving, tracking, and closing them.
- Manage Vendors: Maintain accurate vendor records by adding new suppliers, updating details, and organizing them into active, inactive, or prospective categories.
- Receiving: Record and process incoming shipments by receiving items, assigning material handlers, and managing pick orders.
- Reports: Generate detailed purchasing and vendor reports to analyze activity, forecast needs, and support financial planning.
Next Steps
- Use the Manage Purchase Orders Submodule to create, view, or edit POs.
- Use the Manage Vendors Submodule to maintain supplier information.
- Check out the Receiving Submodule to record deliveries and reconcile shipments with POs.
- Explore Purchase Order Reports Submodule to analyze purchasing activity and vendor performance.