Purchasing Module

Managing your procurement process from supplier management to invoice tracking.

Step 1: Managing Suppliers

Navigate to Sales > Suppliers to manage your supplier directory. For each supplier, you can record the company name, primary contact person, preferred currency, and any additional notes. Keeping supplier records up to date ensures that purchase orders and invoices are generated with the correct details.

Step 2: Creating Purchase Orders

Create purchase orders by linking them to a supplier from your directory. Add line items with products, quantities, and unit prices. NouraCRM supports multi-currency purchasing, so each purchase order uses the supplier's preferred currency by default. You can add multiple line items and the system will calculate subtotals and totals automatically.

Step 3: Tracking Supplier Invoices

When you receive an invoice from a supplier, record it in the system and match it to the corresponding purchase order. This allows you to verify that billed amounts align with what was ordered. You can also track payment status for each supplier invoice, keeping a clear picture of outstanding payables.

Step 4: Purchase Order Workflow

Each purchase order follows a clear workflow through four statuses:

• Draft: The order is being prepared and can still be edited freely
• Sent: The order has been sent to the supplier and is awaiting confirmation
• Confirmed: The supplier has acknowledged the order
• Received: The goods have been delivered and the order is complete