The entire address datasets are stored in one database in the Octoflex. By assigning the roles supplier and/or customer, the addresses can be used as required.
The operation and structure of the address database in the purchasing module is identical to the module block customers in the sales module.
When assigning the address as a supplier to a role, the user can maintain the supplier-specific entries under this index card.
The overview of the articles in the purchasing module is the same as in the sales module. However, the Purchasing module gives the user the choice to mark items as purchase items. Specific information can then be entered under a tab for procurement.
In the document storage of the article, stored files can be linked to processes, such as enquiry and/or order. This means that these documents can be sent as attachments when the documents are sent.
In the document overview in purchasing, the user can filter according to two different document types, the status, the business partner and the delivery date. In addition, it is possible to limit the selection to the membership of a project. The following document types are available in purchasing:
In addition to the usual possibilities, Octoflex offers further functions in the document entry of the purchasing department:
In the module block disposition the user gets an overview of the articles with a concrete demand. Filter options can be used to restrict the list to merchandise groups, article type, requirement, due date, orders and the customers who generate the requirement.
The requirement can arise from a dispatched production order or from stored warehouse stocks. The sources of demand are displayed to the operator individually and transparently. A purchase request or order can be generated via the disposition. The current and consolidated total requirements from orders and stock quantities are taken into account.