The Planergy Purchase Module is a cloud-based application that helps to manage the purchasing process in a business.
It gives you the ability to control what employees buy and how much they can spend. It provides you with real data to support your purchasing decisions ensuring efficient and effective procurement of items.
It enables you to get greater accuracy, speed, visibility, and control in your purchasing management workflows.
You can manage requisitions, automate approval flows for POs, track spending, and reduce paperwork throughout the purchase process.
The various sections in the Purchase module are:
1. Home
This is a customizable landing page that allows quick visibility for key data a user may require and access to the various sections in the Purchase module.
Note
For more information, refer to Purchase Module: Home Page.
2. Buy Something
This section allows you to create purchase requisitions and purchase orders.
The subsections under Buy Something are as follows:
- New Order – This subsection allows you to create a new purchase requisition.
- Repeat Order – This subsection allows you to repeat an existing requisition or purchase order to save time when a new order will be similar to something you have purchased previously.
- New Online Catalog Order – This subsection allows you to create a purchase requisition from an online catalog. It is available to you only if either PunchOut or Planergy Checkout is enabled on your account.
- New Order From Ticket – This subsection is available to you only if it is enabled on your account by your admin. It allows you to create a purchase requisition from the ticket items added.
For more information, refer to Buy Something.
3. Your Orders
In this section, you can access all your purchase requisitions and orders that are directly related to you.
This includes orders that you have created as well as orders that may have been sent to you by another user to approve.
Based on the status of the requisition/order, they are classified into Waiting For Approval, Approved, and Rejected.
For more information, refer to Your Orders.
4. Receiving
The Receiving section allows you to reconcile the delivery once the purchase order is approved and delivered.
You can either receive the items or return the items on the purchase order while reconciling the delivery.
For more information, refer to Receiving.
5. Reports & Searches
The Reports & Searches section allows you to easily access all purchase requisitions and orders in the system using the search functionality and the various reports related to purchase orders.
This section is classified into the following subsections:
- Purchase Order Search – This section allows you to search for purchase orders by combining as many search fields as required to narrow down the results.
- Advanced Reporting – This section allows you to view the advanced reports related to purchase orders and also create or edit customized reports.
For more information, refer to Reports & Search.