How to manage Purchasing & Receiving of goods for each order?

This tutorial guides you through completing purchasing and receiving tasks in PromoSoft.

1. Introduction

This one is going to be super simple and we will breeze right through. Both production and receiving queues operate the exact same way.

2. Navigate To Purchasing

First, let's go into purchasing.

3. Edit

Click on the order that you are purchasing from the vendor or supplier.

4. Fill in Quantities

Simply fill in the quantities to notate that they have been ordered.

5. Save Changes

Save changes.

6. Mark As Complete

Click complete.

7. Confirm Completion

And now Confirm.

8. Navigate To Receiving

Great! Now let's go into receiving.

9. Edit

And do the exact same things.

10. Fill in Quantities

11. Save

Always save changes!

12. Mark as Complete

Complete,

13. Confirm Completion

and confirm. Success. Once both purchasing and receiving departments are finished with the order, if artwork has been completed, the order will move forward into production