Purchase document management
Preparing purchase documents is one of the most responsible and important purchasing processes in any company. This is where requirements and rules are set in advance, both for the purchasing process itself and for carrying out the contract later. The services or products you want can be included in the order. The purchase document is sent straight to the accounting system, which can be connected to the Terra Project system.
The Terra Project project management system gives users functionality such as purchase document management, which is for managing information about the company's purchases, products, orders and their details. Purchase documents have their own statuses, which are managed automatically according to changes in the system. Statuses make it faster and easier to find the purchase documents you want.
Purchase documents can include product purchases, product cards and product display. Product cards can be created, or lists can be imported, e.g. from the Excel sheets the company uses, which reduces manual work. Further actions can be taken with entered purchase documents, such as passing them to accounting, approving, canceling and more.
Purchase document management in the Terra Project system ensures correct data transfer and proper descriptions of purchases for project management. Issuing invoices in the system helps create and keep all the information you need in one place.
Other modules
1Sales and customers
- Tender managementTender information, clients and contractors
- Customer managementCustomer contacts, stages and opportunities
- Customer quote managementQuotes with discounts straight from the system
- Contract managementContract stages, responsible people and acceptance plans
- Sales managementCustomer history, sales data and reports
2Projects and planning
3People and resources
4Supply and warehouse
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