This is where projects and purchasing meet.
RFQs raised automatically from your materials list
With Always create RFQ when importing Project Material switched on, importing a bill of materials onto a project raises the Requests for Quote (RFQs) for that material automatically. You go from a customer's specification to suppliers being asked to price it without keying anything twice.
Seeing project material on purchase orders
Material on Purchase Orders shows every piece of project material currently on a supplier order:
| Column | |
|---|---|
| Barcode / Product | What was ordered |
| Customer / Project / Project Reference | Which job it's for |
| Customer PO | Their order number |
| PO # / Supplier / Order Date / PO Reference | The supplier order |
| Qty Ordered / Received | How much is coming and how much has landed |
When a contracts manager asks "where's the steel for job 10007?", this screen is the answer.
Receiving against the project
With When booking in a Goods Receipt linked to a Project, book the stock directly in as Material switched on, goods received against a project go straight onto that project's Material tab.
On the project itself
The Purchases tab shows the purchase orders raised for that job.
Reporting
Purchased Products by Project in Analytics lists all products purchased for projects.
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