Manage purchase

This guide will introduce you to the key features of sBizzl's purchase management and help you start managing your purchase effectively.

For smooth vendor management, take a moment to set up your payment terms in sBizzl. Head to "Settings" > "General" and then "Payment Terms". These terms will be automatically picked into your vendor bills, making it easier to track overdue payments and maintain healthy vendor relationships.

• Payment terms configuration

To start managing your purchases you will need vendor data and vendors can be added to sBizzl in the vendor section inside the purchase tab.

• Add vendors

You can configure all the products you plan to buy and store in your warehouse. This way, when you create purchase orders (POs), vendor bills, and manage vendor credits, you'll have a readily available list of products to select from. This saves time and ensures accuracy throughout your purchasing workflows.

• Add products and services

Before you start stocking up, sBizzl allows you to configure your warehouse and storage locations. This lets you designate specific areas for your products, making it a breeze to store and retrieve them later. With a well-organized warehouse, you'll save time and keep your inventory under control.

• Configure warehouse
• Add warehouse locations

sBizzl automatically assigns a unique code to each PO and inventory inbound you create, making it easy to quickly identify and reference them. The beauty of sBizzl is that you can even customise each code format to perfectly match your needs.

• Purchase order code configuration
• Inbound inventory code configuration

With everything configured, you're now equipped to create a project within sBizzl. Simply add a new project and watch it progress through the pipeline stages you defined earlier.

• Add purchase orders
• Add vendor bills
• Add Vendor credits