Ordering from Suppliers is a breeze on our simplified ordering system.
For users that requires approval, you can still create a PR by selecting Create Order in Operations.
Note: A user with in the Roles & Permission can only Purchase Request.
To change the user’s roles and permission, see Create User Roles & Permission.
To search for the product, use the filter function to find using Category and Group or Vendors. If you know the product you want to buy, just type in the keyword and click .
Screenshot is filtered by Vendor. For Virtual Vendor products, you can update the price and enter the quantity you want to buy before clicking .
Details of how many vendors you buy from and how many products was added including total value can be seen at the preview next to .
Click to open the Review Cart.
You can update the price and quantity or delete the product in this section.
Scroll down to enter the delivery date and other remarks. Transaction value is also displayed.
If you are buying from multiple suppliers, you can scroll down to see the next supplier’s cart details.
To complete the Purchase Order, review the Delivery Address and Billing Address. If you need to send the products to another location, you can change the delivery address here.
Once you have confirmed the deliveries you want to buy from, click Order to generate the PO.
Please note that it is compulsory to enter delivery dates for each PO you wish to generate or you will not be able to proceed and get this Alert:
Once you have successfully place your Order, Bisync will automatically switch to Active PO page.
User can view the Purchase Request by clicking .
User cannot make any changes to the Purchase Request. Amend the order, please inform the supervising Manager.
Only Managers assigned to authorise the request can switch the Purchase Request to Purchase Order.
Managers will see additional buttons at the bottom of the Purchase Review to enable Manager to or the Purchase.
Managers can also update the quantity of the product before pressing Approve button.
Once the Purchase has been approved, the Purchase Order will appear under the Purchase List. All Documents with amendments will be indicated with .
Example of two type of Purchase Order as seen here. For Cloud Vendors, the status will be shown as . For Virtual Vendors, the status will be switched to .
A Cloud Vendor will have a C icon besides the name
A Virtual Vendor will have a V icon besides the name
Difference between Cloud and Virtual Vendors
Cloud Vendor is a user of Bisync that manages their own inventory and pricing, buyers are not allowed to update the prices from a Cloud Vendor’s product list.
Virtual Vendor is a non-user with the database of inventory managed by the users in which, pricing shown are the last buying price and buyers can update the prices that will not be reflected on the global Bisync database. RRP prices of the products that is viewable by all users are updated by the Bisync team.
For , you will need to manually send the Purchase Order to the supplier.
Besides the Status, click on the to see . Click on .
Click on Copy and you will be able to send the PO via Whatsapp.
You can also click Download to get the PO onto your drive if you want to send by Email.
Virtual Vendors will only be able to view and download the PO as generated from Bisync. For Virtual Vendors that wants to control your own prices and product list. See Register as Vendor to learn how to register yourself in our system.
See Receiving and Consolidation to learn how to consolidate the supplier’s deliveries into your Bisync Inventory.