Get started with Purchasing & Receiving (7 videos)

Take full control of your organization’s procurement and material logistics from the office to the field. This comprehensive 7-part video series walks you through the entire lifecycle of an asset—from the initial setup and purchase order creation to delivery tracking and error resolution.

7 articles

1 Setup Basics- Purchasing and ReceivingConfiguring user roles, setting up your preferred vendor list, and establishing tiered approval thresholds.

2 Create a Purchase OrderBuilding new orders, bulk-importing line items from spreadsheets, and utilizing reusable templates.

3 Edit and Submit Purchase OrdersHow to modify open draft POs, attach critical documentation/URLs, and authorize final purchases.

4 Receive Items and Track ToolsLogging structural warehouse deliveries and transitioning unique tools into your live catalog with permanent serial numbers.

5 Working with Receiving TicketsNavigating the receiving browser, modifying actual prices paid, and printing tickets for internal records.

6 Use the Low Level BrowserAutomating your inventory workflow by generating fresh purchase order drafts directly from low-stock dashboard alerts.

7 Use the Discrepancy ReportTracking, auditing, and resolving variance reports when received quantities don't match your original orders.