Good day,
I have a few suggestions for improving the user interaction with the Purchase Order / Inventory Receipt / Supplier Invoice process in Breww.
I’ll preface that I tend to navigate in Breww solely based on Purchase Order number or vendor name. The reason for this is that I communicate with our vendors referencing a Purchase Order number, not an Inventory Receipt or Supplier Invoice number (those numbers mean nothing to the vendor). The Purchase Order numbers are important also for us when referencing transactions in the accounting software.
So, I live on the Purchase Order page. My suggestions and ideas below are meant to streamline the process, reduce button-clicks, and reduce re-work or duplication of work.
1) Being able to create a Supplier Invoice from the Purchase Order page
It would be very nice to have another button added to the top of the Purchase Order page. Currently there is a “Generate Inventory Receipt” button. But… why not have another button to “Generate Supplier Invoice”?
Generating a Supplier Invoice from the Purchase Order page might be valuable in different scenarios, say, if a vendor required payment prior to shipment. In this case, the invoice is pushed across to the accounting software, but no Inventory Receipt has yet been created (because the goods are not yet received), but it allows payment and transactions to be present in the accounting software. In our case, this may limit the number of transactions we are required to do in the accounting software.
The other option here is to ‘hide’ the “Generate Supplier Invoice” button until an Inventory Receipt has been completed. There is already a status flag stating if an Inventory Receipt has been initiated or completed, that could be used as a trigger to display the suggested button.
2) Merging multiple Inventory Receipts into a single Supplier Invoice
In some cases, we receive goods from a vendor in multiple shipments, so, ok, we initiate an Inventory Receipt for each instance we receive the goods such that we can use the goods in a batch. However, we then only receive a single invoice from the vendor for the entire original order.
The Breww Help Docs state that in this case, we now need to essentially recreate the entire original Purchase Order as a Supplier Invoice because there is no method to merge multiple Inventory Receipts under a single Supplier Invoice. The Help Docs state that the Document Pool will take care of it….Yet, we really have no choice as the Supplier Invoice is what gets pushed over to the accounting software. This literally duplicates the work required.
I would request that it be considered to add functionality to merge multiple Inventory Receipts into a single Supplier Invoice.
3) Displaying the Cost Summary in a draft Purchase Order during editing
In many instances it is valuable to me to double-check the math when entering a Purchase Order. As the items are entered, it would be very nice to have the total value of the Purchase Order be displayed. Currently in order to double-check this, it is either required to Finalize the Purchase Order, or click the View Summary button, then, if changes are required, it needs to be reverted to a Draft, or you have to click yet another button to Edit the Purchase Order again. This change would not only reduce the number of button-clicks (save time), but also be valuable to double-check data entry on-the-fly.
4) Status Flags and when they get set
I was not able to find this information, perhaps I missed it. This request is for Breww to add information to the Help Docs about when the status flags for Purchase Orders, Inventory Receipts, and Supplier Invoices are set.
I am finding that the flags being set are not exactly when I would expect them to be set. For example, if an Inventory Receipt is initiated, even in a draft state, the flag for “Fully Receipted” is being set. Can you guys look at this?
5) Edit Purchase Order Details on-screen, not a pop-up
It would be great (for me) to be able to change or edit Purchase Order details right on the Purchase Order page, rather than have yet another button-click to open the pop-up to edit those fields. Is there a way to reduce the number of button-clicks here? Even saving a few seconds on each Purchase Order add up.
Thanks for reading! Hope that this can get some votes!