I understand that you can create purchase orders in Kashflow, the way this works however seems to be that you need to create a purchase "receipt" in order to create a purchase order?? This is a problem because the purchase receipt contains the VAT information but the goods or services may take several weeks or even months (after the purchase order is placed) to arrive. In our case we need to create a purchase order for the supplier separately, once the supplier has supplied the goods or services they then send a VAT invoice to us, maybe the purchase order could then be converted to the purchase receipt? (maybe this could work in a similar way as quotes where you can convert them to sales invoices?) Duncan Rojac Urethane Ltd
Does no-one else have a need for purchase orders? This is a problem to us as I am currently having to look for another system that includes purchase order processing.
Having a purchase orders working similar to the way the quotes work would be great. I am having to use a manual system to keep track of PO's
Yes, we are having to setup a manual system to create and keep track of purchase orders too. It would be much better if we could do this in Kashflow keeping everything together in one place!
I agree with all the comments in thread. Something that also incorporates the receipt of part orders would be very useful.
I couldn't agree more. As we are growing fast, we now have accounts with 90% of suppliers. It would be ideal that we can just go into that suppliers accounts, quickly enter a few lines of items. Press email / post PO. Job done. Goods arrive. Invoice arrives. Gets checked against PO and converted / copied to invoice. Data entered for VAT purposes. Regards, Alex
Yes that's exactly the way we would use it! The PO is then also used to check off the suppliers purchase invoice for values, quantities etc.. Its a pain having to keep a separate PO system running alongside kashflow. Any chance of looking at this Duane??
Definitely. But it wont be in the immediate future as we have other stuff going on that's a higher priority. Details in the "Being Reborn" section at Changing the Game KashFlow Accounting Software
I too want a better implementation of Purchase Orders. These are extremely important to our business processes. Quotes need to become a more powerful mechanism for generating PO's and Invoices, and one quote should be able to generate multiple PO's (for example for multiple suppliers, phased deliveries, support contracts, and combinations thereof) and multiple Invoices (similar reasoning to multiple PO's) if necessary. The Quote becomes then the driving force for the Process of buying and onward selling of goods and services. A Quote doesn't affect the accounts or the VAT situation, but can act as a generator for transactions which do. Where equipment is being bought from a supplier and sold on to a customer, usually but not always with some added value services, the same information relating to the equipment must appear both on the PO, with the Purchase Price, Bill To address (ourselves), Delivery Address (customer's), etc., and the Quote, containing the Selling Price. Thus we get a quotation for the equipment from the supplier, we put that information into a Quote for the customer with both the buying prices (not printed on the customer's quote!!) and the selling prices, with or without expiry dates, and send a Quote to the customer (. If accepted then we generate one or more Purchase Order(s) for the supplier(s) using the information entered into the Quote (i.e. we don't have to dig out the supplier's original quote to us to get the buying prices), and when we want to invoice the client we again use the Quote to generate the Invoice. So there's the basic process. But it goes further: by using the Quote mechanism to record and match supplier invoice numbers to KashFlow Purchase numbers, and then matching Purchase numbers to Invoice numbers (and vice versa - very important!) it provides a means to track equipment through the accounts and to make sure that all the equipment that has been bought for clients has been charged to client invoices (very, very important!). That tracking process can become immensely time consuming when the accounting system doesn't support it directly, and I have to resort at the moment to using a separate spreadsheet to do the tracking, which makes the process error-prone and time consuming. Best wishes to all, PaulF
Paul, I mentioned and talked to Rob from KF (CFO) at the Christmas bash.. reminds me... I've got to email him. Thanks, Alex