Purchase Module for Worksuite CRM Review
As part of the Worksuite CRM suite, the Purchase Module is designed to simplify and streamline the procurement process for organizations. In this review, we’ll take a closer look at the setup process, features, and overall user experience of the Purchase Module.
Introduction
The Purchase Module is a powerful tool that enables companies to manage their purchasing process efficiently. With its user-friendly interface and ease of setup, this module is perfect for organizations looking to automate and streamline their procurement process.
The Purchase Module
The Purchase Module is designed to handle tasks such as tracking vendor information, creating purchase requests, and making official orders for items or services. This module is an excellent addition to the Worksuite CRM platform, as it provides a centralized hub for managing the purchasing process.
Setup
Setting up the Purchase Module is a breeze, requiring no coding skills whatsoever. The module comes with comprehensive documentation that guides users through the installation and setup process. Alternatively, users can reach out to the Worksuite CRM team for assistance, who are available to help with installation and setup upon request.
Score: 0/5
In conclusion, the Purchase Module for Worksuite CRM is a robust tool that streamlines the procurement process, making it easier for organizations to manage their purchasing needs. With its user-friendly interface and easy setup, this module is an excellent addition to the Worksuite CRM platform.
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Introduction to the Purchase Module in Worksuite CRM
The Purchase Module in Worksuite CRM is a powerful tool that allows you to manage your company's procurement process efficiently. With this module, you can streamline your purchasing process, automate tasks, and gain greater visibility into your organization's spending habits. In this tutorial, we will walk you through the step-by-step process of using the Purchase Module in Worksuite CRM.
Getting Started with the Purchase Module
To access the Purchase Module, log in to your Worksuite CRM account and navigate to the "Modules" tab. Click on "Purchase" to access the module.
Creating a Purchase Order
To create a purchase order, follow these steps:
- Click on the "Create Purchase Order" button on the top right corner of the screen.
- Enter the following details:
- Vendor: Select the vendor you want to purchase from from the drop-down list.
- Date: Enter the date you want to receive the goods or services.
- Due Date: Enter the date you want to pay the vendor.
- Total: Enter the total amount of the purchase order.
- Description: Enter a brief description of the goods or services being purchased.
- Click on the "Add Items" button to add the items you want to purchase.
- Enter the following details for each item:
- Item: Select the item you want to purchase from the drop-down list.
- Quantity: Enter the quantity of the item you want to purchase.
- Unit Price: Enter the unit price of the item.
- Total: The total cost of the item will be calculated automatically.
- Click on the "Save" button to save the purchase order.
Managing Purchase Orders
Once you have created a purchase order, you can manage it by clicking on the "Purchase Orders" tab. Here, you can:
- View the status of the purchase order (e.g., "Draft", "Sent", "Approved", "Rejected")
- Edit the purchase order
- Delete the purchase order
- Print the purchase order
- Send the purchase order to the vendor
Receiving and Invoicing
When you receive the goods or services, you can mark the purchase order as "Received". This will automatically update the status of the purchase order.
To invoice the vendor, follow these steps:
- Click on the "Invoices" tab.
- Select the purchase order you want to invoice.
- Enter the following details:
- Invoice Date: Enter the date you want to invoice the vendor.
- Invoice Number: Enter a unique invoice number.
- Total: Enter the total amount of the invoice.
- Click on the "Save" button to save the invoice.
Tracking Expenses
You can track expenses related to the purchase order by clicking on the "Expenses" tab. Here, you can:
- Add expenses related to the purchase order
- View the expenses related to the purchase order
- Edit expenses related to the purchase order
- Delete expenses related to the purchase order
Reporting and Analytics
The Purchase Module in Worksuite CRM provides several reports and analytics to help you track your purchasing activity. You can access these reports by clicking on the "Reports" tab. Here, you can:
- View purchase order reports (e.g., "Purchase Order Status", "Purchase Order Amount")
- View vendor reports (e.g., "Vendor Performance", "Vendor Spend")
- View expense reports (e.g., "Expense Category", "Expense Amount")
Conclusion
The Purchase Module in Worksuite CRM is a powerful tool that can help you streamline your procurement process, automate tasks, and gain greater visibility into your organization's spending habits. By following the steps outlined in this tutorial, you can effectively use the Purchase Module to manage your company's purchasing activity.
Here is a complete settings example for the Purchase Module for Worksuite CRM:
Company Information
Company Name: XYZ Corporation
Company Address: 123 Main St, Anytown, USA
Company Phone: 555-555-5555
Company Email: [info@xyzcorp.com](mailto:info@xyzcorp.com)Purchase Module Settings
Enable Purchase Module: Yes
Default Purchase Category: Office Supplies
Default Purchase Subcategory: General Office
Default Currency: USDPayment Terms
Payment Terms: Net 30
Discount Term: 2% on payments made within 15 days
Late Payment Penalty: 2% of outstanding balanceTax Settings
Tax Rate: 8.25%
Exempt Tax Codes: GOV, NONPROFApproved Vendor List
Vendor 1: Vendor 1 Name
* Address: Vendor 1 Address
* Phone: 555-555-5555
* Email: [vendor1@email.com](mailto:vendor1@email.com)
* Vendor 2: Vendor 2 Name
* Address: Vendor 2 Address
* Phone: 555-555-5556
* Email: [vendor2@email.com](mailto:vendor2@email.com)Attachment Settings
Attach Invoice: Yes
Attach Packing Slip: Yes
Attach Receipt: YesHere are the features of the Purchase Module for Worksuite CRM extracted from the content:
1. Streamlines the procurement process: The module helps streamline and manage the procurement or purchasing process within an organization.
2. Tracks purchases: Keeps track of who the company buys things from.
3. Creates purchase requests: Enables the creation of requests to buy specific items or services.
4. Generates official orders: Makes official orders for items or services.
Note: The Purchase Module requires Worksuite CRM version 5.3.5 or newer and is not a standalone product.
Additionally, here are some procedural features:
5. Easy setup: Setting up the Purchase Module requires no coding skills and is easily done through provided documentation.
6. Installation support: Our team is available to help with installation and setup upon request.
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