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Help/Purchasing & contractors

Purchasing & contractors

Raise purchase orders and manage install contractors.

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