DRAFT - Purchasing

Purchase Order Configuration

• Add “Default Project Task”

Purchase Order PDF

• TBD

Purchase Invoice PDF

• TBD

Purchase Order Process

• Create a Purchase Order for large quantities from a Vendor.

  • https://help.goldfinchcloudsolutions.com/goldfinch/create-a-purchase-order

  • Add Items & Quantity that Vendor Provides.

  • Items from Sales Report.

  • Quantity = 50% of Sales Report Quantity.

• Create prepayment Purchase Invoice if needed.

  • https://help.goldfinchcloudsolutions.com/goldfinch/vendor-prepayment