To locate and manage your records each Data File employs a sophisticated 'Find Screen', which enables you to apply search criteria to specify a subset of the records. You can then open a specific record or preview a listing report based upon the filtered data.

System security allows you to control whether users have Read & Write or Read Only access to each file.

You can set the systems base currency, which is also used as a default whenever you create a new Purchase Order.

This enables you to raise orders with overseas suppliers using their local currency and report on them using as the systems base currency.

Holds the location details of where a supplier should ship your ordered items.

You can set a default Delivery Point, which the system automatically inputs whenever you create a new Purchase Order or RFQ.

When selected on an order, the relevant delivery instructions are automatically included.

There are six Expenditure Code files, each holding many records, which you can use for any business division, or area of activity for which it is desirable to allocate budgets.

You can re-label each file name so that all forms and reports display your own terminology i.e. Category Code, Cost Centre, Budget Code, Job Number, Project Code, etc.

When included on an order the Expenditure Codes provide comprehensive cross matching capabilities enabling you to breakdown and analyze committed spend.

Holds location details of where a supplier should send their applications for payment.

You can set a default Invoice Point, which the system automatically inputs whenever you create a new Purchase Order.

For regular purchases, selecting from the Item File saves you time keying-in information and you can modify the details on the order without altering the original record in the Item File.

For financial reporting, grouping by Item Code provides detailed price history analysis, which is unavailable for ad-hoc items.

You can assign up to three suppliers for each item all with their own pricing information. One supplier is designated the 'Main Supplier' whose details are used as the default when ordering the item.

To maximize the systems cross-referencing capabilities you can use the Order Type file to distinguish between Purchase Orders and Service Orders or to classify different divisions of your company.

You can set a default Order Type, which the system automatically inputs whenever you create a new Purchase Order.

To ensure compliance with your internal business rules, you can include advisory information such as your business terms and conditions, or regulations of conformity with each Purchase Order or RFQ. You can default specific records to be automatically included with each new purchase request and/or each new RFQ.

Holds the address, contact and financial reference details of the vendors with whom you place your orders.

You can classify your suppliers by product or service. Each supplier can have many categories, which when selecting a vendor for an Order, RFQ or Item enables you to filter the list to appropriate suppliers.

If you place orders against specific Contract Numbers then you can record the basic details of the agreement including Contract Number, description, value, commencement and completion dates.