Purchasing, Procurement, and Receiving
QuoteWerks Procurement TrackingFor Online Orders placed through QuoteWerks order status updates are available. You can see 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.
Placing Electronic Orders - OverviewIn this video, we use the Purchasing window to place an order with our distributor, Tech Data, then send the Purchase Order to QuickBooks, and lastly we retrieve real-time order status shipping tracking and serial numbers..
OverviewCustomers have higher and higher expectations everyday, if they get down to the minute order status updates from large $100 million a year company, they expect it from you too, and with QuoteWerks, you can deliver that! How often do you get a call from your customer like "Where is that server I ordered?". Some companies have to pay a full time person just to keep up with order status requests. With the Procurement Tracking feature, you can spend less time tracking your orders and more time building your business.
Not only can you track order status, you can keep track of the actual fulfillment. Sure, you placed the order with 5 items on it, but has it shipped? Did all 5 items ship? Have you actually received all the items? UPS says it was delivered, but you don't have it. Do you have all the items you need for Customer ABC to do the job for them? You submitted one PO, but how many sales orders did the distributor split that into? What were the serial numbers for those servers? All of these answers are presented to you on this screen.
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.
Delivering the Manual Purchase OrderPurchase 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
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!
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
Orders can also be submitted electronically with Amazon Business and Dell.
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.
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.