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QuoteWerks Help
Version 24 (Build 1.04) 
December 12, 2023

Navigation: QuoteWerks Help

CHAPTER 19: Purchasing

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Purchasing is a feature available both manually and through the Real-time Module, which enables you to place orders electronically with the USA and Canadian divisions of D&H, the USA and Canadian divisions of Ingram Micro, the USA and Canadian divisions of Tech Data, and the USA and Canadian divisions of SYNNEX.

To begin the purchasing process, select the Tools -> Purchasing menu or click the purchasing icon on the top menu bar:

This will open the Purchasing window:

For further information on purchasing, see the following sub topics:

Purchasing Window

Creating Electronic Purchase Orders

oD&H Online Ordering

oIngram Micro Online Ordering

oSYNNEX Online Ordering

oTech Data Online Ordering

Creating Manual Purchase Orders

Managing Purchase Orders

oPurchase Orders Tab

oOrdered Items Tab

oManaging Purchase Order Items

oReceiving Inventory

Vendor Maintenance


Note:If you're using Autotask, ConnectWise, QuickBooks, or Sage 50 (Peachtree) to manage your purchase orders, there are special considerations to take, as well as more features available for integration with those tools. For more information, see:

Creating Purchase Orders in Autotask

Creating Purchase Orders in ConnectWise

Creating Purchase Orders in QuickBooks

Creating Purchase Orders in Sage 50 (Peachtree)