Creating a purchase from the purchase planner

Purchases from the purchase planner

Guide to creating purchases from the purchase planner

TABLE OF CONTENTS

• Purchases from the purchase planner
• Creating a purchase from the purchase planner
  • Select products

Creating a purchase from the purchase planner

In the purchase planner, purchase suggestions are listed per supplier. The number of products suggested for purchase is shown next to each supplier.

Select products

When you click a specific supplier, you see all the products linked to that supplier that are suggested for purchase.

Then you select the desired products, use the "With selected, do" menu, create a purchase of the desired type, and complete it as normal.

Note: If you have an open purchase for the supplier, the products are added to that open purchase.

Guide: Purchasing