RUX Advanced Purchasing

• Enhanced Emailing – Enhanced Emailing of Purchase Quotes, Orders, Return Orders, Credit Memos with Email Templates.  
• Attaching Docs to Email – option to indicated what attached documents to include in emails for PO/PQ/PRO/PCM.
• Late PO Receipt Dashboard – Dashboard to view POs that are late being received and follow-up email blasts to vendors. (can also be run from Job queue).
• Item Vendor – Enhanced Item Vendor showing last purchase date/qty/unit cost with drill down to entries.
• Auto Create SKU option, including Option to build from historical transactions.
• Auto Create Item Vendor Option, including Option to build from historical transactions.
• Item Vendor Factbox can be displayed on Sales Order/ Quote, Purchase Order/Quote, and Item Card
• Auto Calculation Item Vendor Lead Time – ability to have system calculate on each receipt the average lead time for that item/vendor.
• Purchase Tasks – ability to create and track Purchase Tasks (similar to CRM Tasks for Advanced CRM)
• Purchase Quote Worksheets – ability to generate Purchase Quotes based off Sales Quotes/Orders, Job Quotes/Orders, Requisition Lines, then auto select vendors based on best price or delivery.
• Recurring Purchase Orders and Purchase Invoices

Advanced Purchasing - Setup and Overview

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Advanced Purchasing - Toolbox Tuesday Episode 19

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Advanced Purchasing - Toolbox Tuesday Episode 7

Item Vendor Insights

Auto Calculate Item Vendor Lead Times and Reorder Points

Vendor PO Follow Ups

Purchase Quote Worksheet

Recurring Purchase Orders and Invoices

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