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Purchasing & contractors
Purchasing & contractors
Raise purchase orders and manage install contractors.
Raise & receive a purchase order
Order materials from a supplier and record what arrives.
Ask suppliers to price your materials
Send a list of materials out to price, then compare the answers side by side.
Send a job step out to a supplier
Hand a step you cannot do in-house to a trade supplier, and keep it on your board.
Track work that has left the building
One board for every step at a supplier, and who is late.
Let a supplier confirm an order without an account
A private link where the supplier acknowledges, promises a date, and picks up the artwork.
Receive a delivery, and fix it when it is wrong
Book in what arrived, undo a mistake, close an order short, or split what is still coming.
Check a delivery before you pay for it
Signing for a pallet is not the same as agreeing it was right.
Say where stock actually lives
Racks, bays and vans — so people can find what the system says you own.
Match a supplier invoice to the order
Ordered, received, invoiced — the three numbers that should agree.
Send supplier bills to your accounting
Filter, tick, and push a batch to Xero — or let it happen on its own.
Change or cancel an order you have already sent
Amend it, reissue it, or cancel it — and make sure the supplier finds out.
Set who can commit how much
A spending limit per person, so a big order needs a second pair of eyes.
Set how purchase orders are labelled, signed off and sent
Expense categories, approval before an order goes out, cancellation emails and supplier bill syncing.
See what needs reordering
Stock at or below its reorder point, grouped by supplier.
Order in rolls when you stock in metres
Type either quantity — the other one follows.
See everything that happened to an order
Who sent it, what changed, what the supplier said, and when.
Set up install contractors
Manage the third-party installers who fit your signs.
The installer portal
What your install contractors see and do when they log in.
The supplier portal
What a supplier with a login sees: your requests for prices, their prices, your orders.