Create POs & Receive Vendor Shipments Quickly and Efficiently

Generate POs quickly and easily, including copying an existing PO to speed the process.  When receiving goods, simply convert the PO to a shipment document, check for variances, and click on the ‘accept’ button.  The system will add them to inventory. Or you can receive goods without a PO.

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Ways our purchasing/receiving features can improve your business

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Identify variances in vendor shipments

Convert POs to vendor shipments to help identify variances during receiving process

Automate the creation of POs

Ability to set minimum inventory levels and reorder levels by item to automate stock replenishment

Be alerted of special orders when receiving

Special order items are tagged through the purchasing and receiving process to streamline process

Generate and print barcodes in bulk

Price tags can be batch printed while receiving process, or manually reprinted for price changes

Flexible Purchase Order Functionality

MicroBiz allows you to generate purchase orders quickly and easily. You can copy an existing PO to speed the process or create a PO from scratch. There are multiple ways to search for products to add to a PO, including the Advanced Search screen. You can view sales history of an item with one click. Items on an order can be filtered onscreen to show only backorders and special orders. You can track timing of shipments and payment terms, and the shipping method. PO’s can be printed or e-mailed directly to the vendor.

Print, Batch or Export Barcode Labels

 

MicroBiz supports multiple price tag formats, including tags with bar codes.  Price tags can be printed automatically as part of the receiving process, or you can manually reprint tags for price changes.  In addition, you can add labels to a queue so that they can be batch printed later.

Special Order Tracking

 

All open special ordered items are displayed on a separate screen in the purchasing module.  This allows you to select one or a group of special order items and add then to a purchase order with one click.  The PO and Receiving screens automatically highlight any special order items, so that they can be treated differently than standard items in purchase orders and vendor shipments.  For example, this tagging will alert your employees to print pick-up tags and set special orders aside during the receiving process.

Auto Stock Replenishment

 

MicroBiz automates your ordering process by defining targeted reorder points and restock levels for products.  You can add automatically add quantities to purchase order based on current inventory as compared to desired restock levels, historical sales of the item over a set time period or a specific order amount.

Matrix Products with Size/Color Variants

 

POs and vendor shipment documents can display matrix products consolidated in one line or broken out with one line per variant SKU (i.e. one line per each unique color/size combination).  When viewing a document online, the user can expand/consolidate the display of the matrix SKUs to make it easier to drill into the variants ordered if expanded, it if contracted work on long purchase or receiving documents.

Import Product File into PO

 

You can import CSV files with the list of products being ordered and order quantities.  This is helpful for large POs or if your order is assembled manually in Excel or created in an application other than MicroBiz.

Create and Fill Backorders

 

When adding an out-of-stock item to a register sale or customer, you have the ability to create a backorder for the item.  When creating a purchase order, MicroBiz allows you to add all backordered items for the vendor to the PO with one touch, speeding the process of creating POs.

Vendor Shipment Features

 

You can convert a PO to a receiving document with one click or you can receive goods without a PO. If the PO was created in another system, you can import a CSV file with the items ordered.  The receiving screen allows you to easily compare items orders vs items received and flag any variances.  Once you have checked a shipment, the system will add the items to your inventory. You may reject delivery, back order and track partial orders – and even update the store price and product cost right from the receiving screen.

FAQs

Q. Can I import images while receiving items?

A. Yes, but in a separate step. You can upload and attach images to product records in bulk using MicroBiz Cloud’s import tools. You would just upload a file that just contains the designated ‘key’ field used to match the records (usually SKU or style or UPC) and the image URL – and MicroBiz will automatically match and add pictures to existing products.

Q. Can I receive goods for all my stores at one location?

A. Yes, you can receive a shipment at one store and then as a second step create store transfers to items in the shipment to other locations. The inventory will adjust when the transfer is marked complete.

Q. Do I need to use the purchase order module to adjust inventory?

A. No, in Cloud v2.0, you can change inventory levels right in the product record. Just click on the inventory field and enter the new inventory level. When you do this, an inventory adjustment record is created so that you can audit these types of changes.

Q. Does MicroBiz Cloud v2.0 support multi-vendor purchasing?

A. Product records in Cloud v2.0 currently support only a single default vendor. However, you can set a default vendor as a ‘distributor’ so that products from any vendor can be added to a POS for the default vendor.

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