ETPLCloudSon

Inventory and Purchase Management

Request, Order, Receipt and Supplier Invoice

Nothing is bought, received or paid without a trail. Departments raise requisitions; approved shortages become purchase requests; requests become orders; goods are received against the order; and the supplier’s bill is matched to both before it reaches Finance.

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CloudSon · Purchase Order
A real screen from CloudSon, shown with demonstration data.

In detail

See it working

Screens from CloudSon, shown with demonstration data.

Departments ask, purchasing buys

Departments raise Material Requisitions; stock is held at approval and any shortage becomes a purchase request.

CloudSon · Material Requisition
A submitted Material Requisition with department, cost centre, delivery store, priority and six requested items, with approval buttons on top.
CloudSon · Purchase Request
An approved Purchase Request with requester, department, category, suggested supplier and five requested items.

Goods received against the order

Material Receipts are recorded against the order, and receipts still waiting for a supplier bill are listed.

CloudSon · Material Receipt
Material Receipt filled from a purchase order, showing supplier details, related documents and the items received with ordered and receipt quantities and IGST.

The problem

What goes wrong without it

  • Purchases made without approval and found only on the bill.
  • Goods received that do not match what was ordered.
  • Supplier bills approved without checking the receipt.

The result

What changes with CloudSon

  • Spend approved before it is committed.
  • Receipts and bills that agree with the order.
  • A trail from request to payment.

Key features

What it does, in detail

What the labels mean:Available built and working in the productExpanding the core is built and more is being addedOn the roadmap coming next

  • Purchase Request

    Requests with approval levels, and cancel or short-close with a reason; stock shortages arrive as draft requests automatically.

    Available

  • Purchase Indent

    Departments raise Material Requisitions; stock is held at approval and any shortage becomes a purchase request.

    Available

  • Purchase Order

    Combine several requests in one order, set a discount per line, amend with a revision or short-close it.

    Available

  • Material Receipt

    Receive goods against an order, and see which receipts are still awaiting a supplier bill.

    Available

  • Supplier Invoice

    The supplier’s bill is matched to order and receipt, approved by a second person and posted to Finance.

    Available

Workflow

How the work flows

The path a piece of work takes through this part of CloudSon.

  1. 1

    Request

    A department raises a requisition; stock is held or a shortage flagged.

  2. 2

    Order

    Approved requests are combined into purchase orders.

  3. 3

    Receive

    Goods are received against the order.

  4. 4

    Bill

    The supplier’s bill is matched and approved.

Integrates with other CloudSon modules

Finance and Accounting

Accounts Payable and Receivable

Know what you owe, and who owes you.

Inventory and Purchase Management

Stock Movements and Control

Every issue, transfer and adjustment recorded against a person and a reason.

Inventory and Purchase Management

Item, Store and Supplier Masters

A clean catalogue that every other screen reads from.

See Request, Order, Receipt and Supplier Invoice in a personalised demo

Tell us about your property and we will show the screens that matter to you.

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