RockifyERP Knowledge Base
Buying
21 step-by-step RockifyERP guides on buying. Choose a guide to get started.
Guides in this section
- Buying in RockifyERPThe Buying module in RockifyERP covers purchasing from request to payment: material requests, quotations from suppliers, purchase orders, receipts and supplier invoices.
- Buying settingsBuying Settings decide how purchase documents behave in RockifyERP, such as whether a purchase order is required before a receipt or invoice.
- Supplier defaultsSet defaults on each supplier in RockifyERP so purchase documents fill in correctly every time.
- Supplier groupsSupplier groups classify suppliers in RockifyERP, such as Raw Materials, Services, Transport or Imports.
- Add a supplierSave each supplier once in RockifyERP, with their tax number and payment terms, and reuse them on every order.
- Material requestsA material request in RockifyERP is an internal request for goods to be bought, transferred or manufactured.
- Request for quotationA request for quotation (RFQ) in RockifyERP asks several suppliers to quote for the same items.
- Supplier quotationsRecord each supplier's prices as a supplier quotation in RockifyERP and compare them side by side.
- Raise a purchase orderA purchase order in RockifyERP tells the supplier exactly what you want, at what price and by when.
- Receive goods (purchase receipt)A purchase receipt in RockifyERP records goods arriving from a supplier and increases stock.
- Supplier scorecardsSupplier scorecards in RockifyERP rate suppliers on criteria such as on-time delivery, quality and price, so you can compare them fairly.
- Supplier portal quotationsSuppliers can submit quotations to you through the RockifyERP supplier portal instead of by email.
- Purchase returnsA purchase return in RockifyERP sends goods back to a supplier and reduces your stock.
- Buying reportsRockifyERP buying reports show what you buy, from whom, and at what price.
- Procurement trackerThe procurement tracker in RockifyERP follows each request through quotation, order, receipt and invoice.
- Supplier item codesStore your supplier's own code for each item in RockifyERP so it prints on purchase orders.
- Buy in different unitsBuy items in the supplier's unit in RockifyERP, such as bags, drums or cartons, while keeping stock in your own unit.
- Amend a submitted purchase orderChange a submitted purchase order in RockifyERP by updating items where allowed, or by cancelling and amending it.
- Freight in purchase taxesAdd freight and handling to purchases in RockifyERP through the taxes and charges table, so they're included in stock cost.
- Shipping charges by value or weightShipping rules in RockifyERP calculate shipping charges automatically based on order value or weight.
- The procurement cycleA clear procurement cycle in RockifyERP keeps spending under control without slowing the business down.
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