Purchasing

Creating a Purchase Order

In order to keep Fulcrum inventory up-to-date, all items that are tracked within the system should be added by using a Purchase Order. Even if the order is created in a different system, ordered through an online store or over the phone, a Purchase Order should be created and items should be "received in" through the system when they arrive in the shop.

You can create a Purchase Order by using the 'Purchase Planning' page, manually clicking the 'Demand' icon from an Item page or by creating a "New Purchase Order" from the 'Purchase Orders' page.

Manual POs and Purchase Planning

If we receive Index Fastener monthly releases or other items into the shop that did not originate with a Fulcrum PO we can still go back and create those POs, approve them, and check-in the items to inventory.

Purchase Planning will help us see what items are running low (demand is taking them below their set 'minimum on hand' quantity) and proactively make purchasing decisions.