Purchase Orders

Purchase Orders can be created in QuoteWerks that are electronic orders or manually created. Manually created QuoteWerks Purchase Orders behave much the same as the Purchase Orders created to track electronic orders, with the major difference being that the manually created Purchase Orders are not updated automatically with real-time shipping tracking and serial number information. That information, however, can be manually entered into the manually created Purchase Orders.

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Delivering the Manual Purchase Order

Purchase Orders can be sent directly from QuoteWerks as an inline email or saved as a PDF.

Email the Purchase Order

Save the Purchase Order as PDF

Purchase Order Integrations

QuoteWerks enables you to create Purchase Orders in QuickBooks, Sage 50 US Edition (formerly known as Peachtree), Autotask, ConnectWise, and manual POs that are not associated with an Accounting or PSA solution. If you place online orders with IT Distributors, QuoteWerks will automate the creation of these POs for you. Purchase Orders in QuoteWerks makes it easier for you to keep track of what has and hasn't been ordered, tracking information, receiving and more!

Distributor Integration

For Online Orders placed through QuoteWerks with D&H, Ingram Micro, SYNNEX, and Tech Data, order status updates are available on the Purchasing window in QuoteWerks. Users can check on real-time order statuses including line item shipping status, estimated ship date, ship date, warehouse fulfillment locations, shipping tracking numbers, product serial numbers, and more - all on a single screen in QuoteWerks.

Orders can also be submitted electronically with Amazon Business and Dell.

Import Purchase Orders

For Tech Data users, you can import Orders into the QuoteWerks purchasing window that have been placed directly through the Tech Data website or the TD Mobility apps. Once imported, QuoteWerks will track the order status, the tracking numbers, the serial numbers and more enabling you to be able to have access to all your purchases from a single screen.

Purchasing Receiving

The QuoteWerks Purchasing Receiving functionality includes basic inventory management. When you order a quantity of 5 of an item, instead of having a single ReceivedOn date, you can receive each individual item at different times and fully record the date/time as each item is received. When receiving items, you can also select or enter the serial number of the item you are receiving and at the same time you can specify a storage location, Asset Tag, and MACAddress for the item. The Purchase Orders tab enables you to easily see the status of your receiving showing "Not Received", "Partial Received", or "Fully Received".

For QuickBooks users, when receiving items in QuoteWerks, ItemReceipt documents can be created in QuickBooks. When receiving items in the QuoteWerks Purchasing window, the Receipt is recorded in QuickBooks along with the serial number(s) received.

For Autotask users, when receiving items in the QuoteWerks Purchasing window, the Receipt is recorded in Autotask along with the serial number(s) received.

For ConnectWise users, when receiving items in the QuoteWerks Purchasing window, the Receipt is recorded in ConnectWise along with the serial number(s) received. If QuoteWerks did not create the Purchase Order in ConnectWise, QuoteWerks will prompt you for the ConnectWise PO Number.

Licensing and Requirements

Online Ordering with Distributors requires the Corporate Edition with the Real-time Module. To find out more about what Procurement functionality is included in each QuoteWerks edition, use the QuoteWerks Purchasing, Procurement, and Receiving Comparison Matrix.