Enterprise Resource Planning

1. Purchase
Module

2. ERP COM BD
10
Exit Program
09
Report
04
Vendor
Management
07
Product PO
03
Target and
Condition Setup
06
Product PR
05
Vendor
Statement
01
Dashboard
02
Purchase Quotation
(Special)
08
Approve PO
KEY FEATURES

3. Dashboard
 Real-Time Purchase Insights
 Procurement Team Performance Tracking
 Product and Vendor Monitoring
 Centralized Data for Decision-Making
 Predictive Analytics and Alerts

4. Purchase Quotation (Special)
KEY INFORMATION
 Purchase Quotation
 Unfinished Entry
 Quotation Status
 Quotation Approval (CS)
 Quotation Comparison
 PQ to PO

5. Cont.
1. PURCHASE QUOTATION
 Formal request for supplier pricing.
 Ensures competitive pricing through multiple quotes.
 Aligns procurement with business budgets.
 Supports vendor negotiations for better terms.
2. UNFINISHED ENTRY
 Save partially completed purchase records.
 Prevents data loss, ensuring continuity.
 Allows team flexibility during high workloads.
 Reduces errors by enabling review before submission.

6. Cont.
3. QUOTATION STATUS
 Real-time visibility into quotation lifecycle.
 Tracks key stages: Draft, Submitted, Reviewed, Approved/Rejected.
 Enhances transparency for management oversight.
 Facilitates timely follow-ups, improving vendor relationships.
4. QUOTATION APPROVAL (CS)
 Centralized cost-based approval process.
 Enforces compliance with company procurement policies.
 Reduces approval delays, ensuring faster procurement cycles.
 Helps control expenditure by reviewing high-value quotations.

7. Cont.
5. QUOTATION COMPARISON
 Compare multiple vendor quotes side by side.
 Evaluate based on price, delivery time, and quality.
 Enables informed decision-making for cost optimization.
 Supports strategic supplier selection to meet business goals.
6. PQ TO PO
 Seamless conversion of approved quotations into purchase orders.
 Reduces manual effort, saving time and resources.
 Ensures accuracy and consistency in procurement records.
 Accelerates order placement, supporting timely fulfillment of business needs.

8. Terms & Conditions

9. Vendor Management
1. VENDOR CATEGORY
 Food and Beverage
 Retail and Products
 Service Providers
 Construction and Industrial
 Technology and Software
 Healthcare and Wellness
 Transportation and Logistics
 Artisan and Crafts
2. VENDOR INFO
 Business Name
 Contact Details
 Products/Services Offered
 Pricing and Payment Terms
 Delivery and Lead Times
 Contracts and Agreements
 References or Reviews

10. Cont.
3. Sample Vendor Report

11. Vendor Statement
KEY POINTS
 Vendor Details
 Client Details
 Statement Period
 Opening Balance
 Transaction Details
 Closing Balance
 Notes or Comments

12. 1. PR PPENDING
 Pending approvals from higher authority.
 Incomplete requisitions needing more
information.
 Requisitions waiting for budget confirmation.
 PRs stalled due to stock availability checks.
3. PR PENDING STATUS UPDATE
• Updates status of pending PRs (e.g., Approved, Rejected).
• Sends notifications for status changes.
• Tracks overdue PRs for escalation.
2. PR REQUISITION REPORT
• Summary of all requisitions within a specified time frame.
• Status overview: Approved, Rejected, Pending.
• Department-wise or project-wise PR breakdown.
• Analysis of requisition trends (e.g., high-demand products).
• Vendor-specific requisition tracking.
PRODUCT PR

13. Product PO
1. NEW PO
 Create and issue new Purchase Orders with
vendor and product details.
 Set quantities, prices, and delivery timelines.
 Generate PO numbers and submit for
approval.
2. UNFINISHED PO
• Track incomplete POs that need approval,
delivery, or invoicing.
• Flag missing or pending information.
• Prevent delays by following up on pending
orders.

14. Cont.
3. PO STATUS
 Monitor real-time PO progress (e.g., Pending,
Approved, Delivered).
 Update PO status and notify stakeholders.
 Track order lifecycle and ensure timely execution.
4. PO TERMS & CONDITIONS
 PO Terms and Conditions
 Define key contract details (e.g., payment terms, delivery dates).
 Include legal clauses (e.g., return policies, warranties).
 Customize terms for specific vendors or products.

15. Approved PO
 Break regions into smaller zones for more targeted sales management.
 Group zones based on customer density, market potential, or sales volume.
 Customize marketing and sales strategies for each zone.
UNAPPROVED PO
 Lists all POs pending approval by authorized personnel.
 Allows review of PO details such as vendor, pricing, and terms.
 Provides options for approving, rejecting, or requesting changes.
Approve Purchase Order

16. PO REPORTS
a. Purchase Order Details (1): Provides a detailed breakdown of all Purchase
Orders.
b. Present Stock Summary (1005): Summarizes current inventory levels.
c. Purchase Receive Report (PO Wise) (5): Tracks goods received against Purchase
Orders.
d. Requisition vs Purchase vs Receive Report (1007): Compares requisitions,
purchase orders, and received goods.
Report

17. Types Of Purchase
Purchase
1. Requisition /
Quotation Wise
2. Normal 3. Local

18. Create A Purchase Order
Product
PO
New PO Input Info
Initiate
PO
Purchase
Confirm
Purchase
To Check
PO Status
Product
PO
PO
Status
Approving
PO
Approve
PO
Unapprov
ed PO
Conf irm

19. Thank You
ERP COM BD