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CERP module

Purchasing

Every order with its site, its supplier and its invoice

CERP's Purchasing module manages purchase orders to suppliers: product lines, quantities and prices, approval, sending by email or WhatsApp, and the supplier invoices that close the loop.

What it does

  • Purchase orders with lines, quantities, prices and status (approve, cancel, PDF)
  • Send the order to the supplier by email with a template and the PDF attached, or via WhatsApp
  • Supplier invoices recorded, published and marked as paid
  • Suppliers created as contacts and reused in every order
  • Bulk import of purchase orders and invoices from a single Excel
  • When an order is approved, its cost starts counting in the project's cash flow

Frequently asked questions about Purchasing

Can I send the purchase order to the supplier from CERP?

Yes, by email from the order's page, with a customisable template and the PDF attached, and to several suppliers at once if the order has them. Also via WhatsApp.

How does a purchase relate to the site's cost?

Each order can be linked to a project and a site. Once approved, its cost starts counting in the project's cash flow and cost tracking, and the supplier invoice closes the real amount.

Can I load my historical purchases?

Yes. A single Excel imports purchase orders, supplier invoices, sales orders and customer invoices.

Want to see it with your own projects?

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