Critical Purchasing

Overview

Critical Purchasing helps you intelligently determine what you need to purchase from an order fulfillment and stock replenishment standpoint separately or together. It also helps you note freight and order minimums and will display data per item such as Reorder point and Reorder quantity.

Creating a Critical Purchase Order

• Purchasing -> Create Critical Purchase Order

  

• Critical Purchasing Dashboard will open.

• Choose the type of PO you will be creating as well as the buyer & warehouse where applicable.

  

• Click Search and the MFRs & Items suggested to be purchased will be presented in an interactive form.

  

• Expand one manufacturer at a time to drill down and show need based on order vs. stock fulfillment

  

• And again to drill down to an item level detail

  

• At this point, you will click the box(es) to select what you would actually like to create RFQs for

  • You can click the master vendor box which will select all items associated to all orders and stock fulfillment needs for the vendor

  • You can click the master orders box, which will select only the items for all the orders needing fulfillment

  • You can click the master stock checkbox which will select only the items for all stock needs

  • You can click a mixture of master and individual item level checkboxes to pick and choose which items you want to put on RFQs

  

• Once you have gone through and selected the items & orders you want to put on order -> Generate RFQs

  

• One or multiple RFQs will be created in the background depending on how many manufacturers you selected

  

• At this point, you will send the RFQ’s out for updated pricing or convert them to Purchase Orders accordingly.