Getting started with Purchasing

What you can do in Purchasing

The Purchasing module supports your entire procurement process.

You can:

• Manage suppliers

• Create and track purchase orders

• Receive items into inventory

• Manage invoices and costs

• Monitor ordered vs. received parts

Key areas in Purchasing

Purchasing is divided into pages that reflect your workflow:

• Suppliers – Manage supplier information and contacts

• Purchase Orders – Create and track orders for parts

• Invoices – Manage financial documentation

• Exchange Rates – Handle currency conversions (if applicable)

How Purchasing fits your workflow

Purchasing is closely connected to Inventory and Maintenance Planning.

• Low stock or planned maintenance triggers purchasing needs

• Purchase orders define what needs to be ordered

• Received items are added to Inventory through receiving inspections

• Parts become available for work orders

This ensures that parts are available when needed.

A typical workflow

A normal purchasing workflow might look like this:

1. Identify required parts (low stock or planned work)
2. Create a purchase order
3. Send the order to the supplier
4. Receive the items in MaintSpace
5. Complete receiving inspection
6. Add items to inventory

Getting started

If you are new to Purchasing, start here:

1. Create your suppliers

2. Create your first purchase order

3. Receive items using Receiving Inspections

4. Verify that stock is updated in Inventory