The Purchasing Module provides you the ability to create and manage purchase orders & Vendors. POs can be created on the Order level, which links them to a specific order if desired.
Purchase orders can also be created as general PO's through the Purchasing Module itself.
NOTE: The Purchasing Module is an optional feature. If you do not have it and wish to add it, please contact firstname.lastname@example.org.
Primary Use of this Module: Create and manage purchase orders, view and manage vendor list, enter inventory counts.
Typical Users with access to this module: Management team including Sales Manager, Production Manager
Key areas of this Module:
(A) Vendors: Search for, manage and deactivate Vendors. For more information read the Creating & Managing Vendors article.
(B) Purchase Orders: Manage purchase orders, including the ability to edit, print or email. For more information read the Creating & Managing Purchase Orders article.
NOTE: If you're syncing your CoreBridge data to QuickBooks Desktop, Purchase Orders created in CoreBridge can be synced to QuickBooks.
(C) Inventory: Manage your inventory, indicating the quantity you have on hand and re-order point.
NOTE: Inventory is not automated. Inventory counts have to be updated manually in CoreBridge.