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Purchasing, Procurement, and
Receiving

  • Why does QuoteWerks have Procurement?
    Our president, founder, and lead developer of QuoteWerks discusses why and the benefits of our 𝐢𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐞𝐝 𝐬𝐨𝐥𝐮𝐭𝐢𝐨𝐧.
  • QuoteWerks Procurement Tracking
    For 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 - Overview
    In 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..
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Why to choose QuoteWerks for your Procurement

  • Purchase Orders are created only after the online order has succeeded
    ensuring availability and pricing to eliminate adding to one PO, then deleting it, then adding to another PO
  • Create POs from items on multiple quotes/orders
  • Place orders electronically or automate the creation and emailing of POs to your vendors
  • Get Shipping Tracking Numbers
  • Obtain Order Status
  • See Serial Numbers of Items in shipments arriving
  • Easily see what has shipped, but not received yet
  • Find and locate items and orders you are looking for with many Searchable Fields
  • Integrates with your Accounting and PSA solutions
  • No additional Module to purchase (no extra charge) – Included in the Corporate Edition