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Purchasing Overview

The purchasing module makes it possible to manage input inventory, identify missing purchases, and keep track of actual input costs.

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Written by Support
Updated over 2 years ago

Why Use Purchasing?

Through the Production module, you’re already entering inputs and estimated prices. So why also use Purchasing? With the purchasing module you can keep track of input inventory, and replace default costs with actual costs.

  • Know when you need to purchase inputs by tracking Net Position.

  • Provide better actuals with Financial Management.

  • Spread missing inventory over past applications to capture cost.

There are multiple ways to add inventory, and multiple ways to subtract inventory.

Purchase Order

Adding purchase orders as soon as the order is placed, allows you to do 2 very important things:

  1. Compare what you receive to what you ordered. Easily catch mistakes in quantity or items swapped out for something different than your order.

  2. Track what inputs have been ordered but not yet received.

PO Receipt

Entering a PO Receipt closes the Purchase order loop. When items are received on site, log that receipt into Conservis and you can see which orders have arrived and which orders are still outstanding. If your operation divides ownership of input costs, you can designate who will be the responsible

Spot PO

Entered as a PO Receipt without a corresponding work order, this allows you to enter the purchase order and the receipt at the same time, on-the-spot, saving a step. While it takes away your ability to compare what you received to what you ordered, this will still allow you to keep track of what input inventory you have available to use.

Field Application Ticket

Once your inputs are inventory through PO Receipts (or Spot PO's), field application tickets will begin to subtract used quantities of inputs from inventory, allowing you to pull reporting and see what inputs you still have in inventory, or what input is running low.

Adjustment or Reconciliation

Did you let a neighbor have a gallon of this, did your nephew spill a container of that? Adjustments and Reconciliation can help you spread the cost for your missing inventory across your operation and let you bring your inventory back to an accurate count when something doesn't get used in the usual way.

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