Mastering the Buy Module
- Getting Started with the Buy Module
Dive into the world of streamlined procurement with TFX XFlow's Buy Module.
Purchase RequisitionA Purchase Requisition (PR) is an internal document issued within a company to notify the responsible purchasing department of items it needs to order, their quantity, and the timeframe.
Quotation/Tender ProcessLearn how to initiate quotation/tender process.
Vendor SelectionLearn how to select the right vendor.
Purchase Order Vendor InvoicesAbout supplier Invoices
Goods Received NotesMake Payment and Charge AccountInventory and Asset ManagementThis category focuses on the crucial processes of updating inventory and asset registers, managing charge accounts, and ensuring accurate financial tracking within TFX XFlow.
Advanced Procurement StrategiesThis category delves into specialized procurement practices within TFX XFlow, addressing scenarios where traditional procurement methods are adjusted to meet specific operational needs. Learn to manage direct purchases without quotations and handle blanket purchase orders to streamline procurement processes, secure consistent supply chains, and leverage market conditions for optimal procurement efficiency.
ConclusionImportance of Issuing a Purchase Order
Initiating Quotation/Tender Process
How to initiate the process
Managing Direct Purchases and Blanket Orders
This article guides you through the procedures for initiating purchases without the standard quotation requests and effectively managing blanket purchase orders within TFX XFlow.
Overview of the Purchase Requisition
Introduction to Purchase Requisitions and Blanket Orders
Step-by-Step Guide to Creating a Purchase Requisition
Creating a Purchase Requisition (PR) in XFlow is a multi-step process that ensures procurement needs are met efficiently. Here's a step-by-step guide based on the provided screenshots:
Streamlining Inventory and Asset Updates
This article provides comprehensive instructions on how to update inventory items and asset registers in TFX XFlow.
Automatic Purchase Order Generation Process
Understand the Automatic PO Generation Process
Goods Received Note
Understanding Goods Received Note (GRN)
Introduction to the Buy Module
Welcome to the XFlow Buy Module: Your Essential Procurement Solution
Make Payment and Charge Account
Learn on how to make payment and charge account
Selecting a Vendor
Learn how to select a vendor after quotation process
Vendor Invoices
Learn on how to manage vendor invoices effectively
Buy Module Dashboard
Overview
Creating a Purchase Order Without Quotation
Step-by-step Guide
Evaluating Vendors
Learn how to evaluate vendors
Importance of Issuing a Purchase Order
Issuing a purchase order is crucial for procurement in a company, regardless of the amount involved. It offers numerous benefits and acts as a vital control mechanism.
Resolving Discrepancies in Procurement: Supplementary GRNs and Credit Notes
Learn how to resolve Procurement Discrepancies
Understanding 3-Way Matching in XFlow
Understand the 3-Way Matching in Procurement Concept in XFlow
Charge Account
Comprehensive Guide on Managing Installation and Delivery Costs in XFlow Buy Module
Understanding the Purchasing Flow in the Buy Module: An Overview
In this tutorial, we walk through the step-by-step purchasing flow within the Buy Module, from creating a purchase requisition to handling credit notes and making payments.