Product purchase from suppliers is a key stage in warehouse operations. It covers everything from data preparation in the system to order creation and posting of received items.
This article shows how to organize the procurement process in RO App so that it is convenient, automated, and without unnecessary manual actions.
Step 1. Mark suppliers. In the contacts profile, check the “Supplier” checkbox to work with them in warehouse documents.
Step 2. Specify default suppliers for products. This will allow you to create orders for a specific supplier and automatically fill in the data in the documents.
Step 3. Set minimum and maximum stock levels. This will help you immediately see which items need to be reordered.
Step 4. Track stock levels in warehouses. To do this, use a special list — “Products to reorder.” These are items whose stock levels have fallen below the minimum level.
Here you can see how much you need to reorder, from which supplier, and the approximate amount to be paid, as well as available group actions for quickly creating a purchase order for the supplier.
Step 5. Create a purchase order. This can be done directly from the list using a group action. Add items to an existing purchase order or create a new one.
If default suppliers are set for items, you can create purchase orders for a specific supplier, and the system will automatically insert the supplier into the document field.
Step 6. Send the document to the supplier. This will help you keep track of purchases and quickly exchange information with business partners.
Step 7. Post the received products. There is no need to create a separate posting document and manually enter all products — simply open the required purchase order and change the status to “Posted.”
All data from the purchase order will be transferred to the posting document, where you can immediately make the payment.
This approach helps you quickly replenish your warehouse, avoid duplicate documents, and maintain the continuity of the procurement process without unnecessary manual actions.