14-July-2017 | ConnectWise Manage Procurement Module

Randall Berg -

Hi all,

I'm really excited to roll out one of the first updates we've made that affects On Premise and Cloud customers at the same time!  This new data surrounds the procurement module, more specifically Purchase Orders and Sales Orders.

This data has seen an uptick in requests lately, so we finally got the hint and rolled it into the product for all.  Here's what you'll see:

Procurement

The most noticeable update is the procurement dashboard.  This will allow you, at a glance, the ability to see what's outstanding and how much is out.

Screen_Shot_on_2017-07-13_at_16-22-18.png

Gauge list:

  • Open Sales Orders
  • Stale Sales Orders
  • Past Due Sales Orders
  • Amount on Open Sales Orders
  • AMount on Past Due Sales Orders
  • Open Sales Orders by Sales Rep
  • Open Purchase Orders
  • Stale Purchase Orders
  • Received, Not Closed Purchase Orders
  • Amount on Open Purchase Orders
  • # of Products Outstanding on Open Purchase Orders
  • Outstanding Products on Purchase Orders by Vendor

Procurement Week in Review

The next piece is the weekly procurement report.  It lays out what has been put in, what has been received, and what is outstanding.

Screen_Shot_2017-07-07_at_13.44.07.pngScreen_Shot_2017-07-07_at_13.35.37.png

Screen_Shot_2017-07-07_at_13.36.33.pngScreen_Shot_2017-07-07_at_13.36.52.png

Gauge List

  • Sales Orders
    • Sales Orders Created This Week
    • Sales Orders Due This Week
    • Open Sales Orders
    • Amount on Open Sales Orders
    • Past Due Sales Orders
    • Amount on Past Due Sales Orders
    • Sales Orders Due Next 7 Days
    • Stale Sales Orders
    • Open Sales Orders by Sales Rep
  • Purchase Orders
    • Purchase Orders Entered This Week
    • Purchase Orders Closed This Week
    • Open Purchase Orders
    • Stale Purchase Orders
    • Amount on Open Purchase Orders
    • Received, Not Closed Purchase Orders
    • Open Purchase Orders by Vendor
    • Outstanding Products on Purchase Orders by Vendor

 

There's a few other gauges that we added in there so have a look and let us know how it works out for you!

 

 

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