PLANEX365 PURCHASE
Help buyers, approvers and receiving teams understand what is needed, what was agreed and what has actually arrived.
Buyers, purchase approvers and receiving teams.
HOW THE WORK MOVES
Each team can see the next action and the record it depends on.
Record the items or materials the business needs.
Collect supplier quotations and review the purchase.
Keep quantities, pricing and approval status clear.
Record goods received and continue into supplier billing.
TOOLS FOR YOUR TEAM
Open a topic for the details and any setup or availability conditions.
Module access depends on your plan, organisation and permissions. Optional services may require separate setup or subscriptions. Review setup and scope.
Give purchasing a record it can review and act on.
Create and update purchase requisitions.
Submit, approve, reject or cancel a requisition through supported actions.
Convert an approved requirement into a purchase order where eligible.
Keep the supplier choice connected to the original need.
Create requests for quotation, including from requisitions.
Record supplier quotes against the request.
Award a quote through the supported RFQ workflow.
Follow the order from draft through approval and closure.
Create, revise and review purchase orders, with quick-view and PDF actions.
Use supported submission, approval, cancellation and close actions.
Review duplicate-order checks and backorders where applicable.
Generate draft purchase orders on demand for low-stock items, grouped by supplier. Review suggested quantities, prices and the warehouse; items without a resolved supplier need manual attention.
Make the approval route fit your organisation.
Configure purchase approval limits and delegations.
Review the applicable approval limit before acting.
Use the configured email sender to send purchase-order documents.
Give warehouse and finance teams the same receiving context.
Prepare goods receipt notes from a purchase order and review prior receipts.
Record supported inspection and landed-cost information.
Use full or partial receipt reversal where permitted, with the relevant downstream checks.
Keep the next team close to the original purchase records.
Record purchase returns through the supported stock workflow.
Preview purchase tax for the relevant order or receipt.
Continue into Accounts Payable for supplier-invoice matching and payment records.
Try a shorter search or show all topics.
BEFORE YOUR TEAM STARTS
A goods receipt records the receiving step. Supplier-invoice matching, approval and payment records are handled separately in Accounts Payable.
Current workflow Implemented capabilities, subject to module and record access.
Setup required Organisation configuration or a connected service is needed.
COMMON QUESTIONS
Yes. Requisitions can be submitted for review and can lead into RFQs or purchase orders through the supported workflow.
The order receiving workflow can review the purchase order and its receipt history. Eligible quantities and reversal rules are checked by the receiving workflow.
No. Purchase orders, received goods, supplier bills and payment records have separate review and approval steps.
MAKE THE WORKFLOW FIT YOUR BUSINESS
Bring a real example of the work you want to organise. We can review the relevant modules, setup and handoffs together.
EXPLORE THE CONNECTED ERP
Follow the handoff into the next business area.