Video tutorials
Purchasing and suppliers video tutorials
12 narrated FlairSuite ERP video tutorials (23 minutes in all). Suppliers, purchase requests and orders, receiving goods, supplier invoices, supplier credit notes and petty cash.
Length 1:59Add a new supplier
Add a supplier with its name, phone, e-mail and address, find it in the Suppliers list and see its details, and see where archived suppliers are…
Length 1:49Set up how your cheques print
Create a cheque design for a bank account, open its layout, and see the crossings a cheque can print with.
Length 1:43Record a petty cash expense
Write up a small cash purchase as a petty cash voucher, then send it for approval so it is posted to your accounts.
Length 1:44Set up a petty cash book
Add a separate petty cash book, for example for a branch or a cashier, with its own cash account, manager and approval, and find it in the menu.
Length 1:53Order goods from a supplier
Create a purchase order — choose the supplier, add a product with its quantity and price, save it and find it in the Purchase Orders list.
Length 2:04Order goods and approve the order
Create a purchase order for your supplier, add the product with its quantity and price, then send it for approval and approve it.
Length 1:59Turn the order into the supplier's bill
Convert the approved purchase order into the supplier's invoice, add their bill number and due date, then send it for approval and approve it.
Length 2:15Request approval for a supplier invoice
Record a supplier's invoice as an invoice request, send it for approval, and approve it.
Length 1:39Set up payment terms and purchase options
Add a payment term for your suppliers, and see the purchase options that shape your orders and invoices.
Length 2:08Record a supplier invoice
Enter a bill received from a supplier — choose the supplier, add its reference and a product with quantity and price, save it and find it in the…
Length 2:05Ask suppliers for quotes
Create a request for quotation — add the products and quantities you need, choose the suppliers to ask, set a due date and save it ready for approval.
Length 2:01Get credit back from a supplier
Find a supplier, pick one of their purchase invoices, turn it into a credit note, save it and find it in the supplier Credit Notes list.
Getting started
Series that include these videos
Watched in order, each series takes a new company from nothing set up to the finished task.
8 videos · 15 minutesGetting started seriesMaking your first sale
Go from an empty company to a paid customer invoice: set up categories, VAT, a product, a supplier and stock, then invoice the customer, approve the…
8 videos · 15 minutesGetting started seriesMaking your first purchase
Set up a new company to buy from a supplier: create the product and the supplier, order the goods, receive them into your store, record the…
See FlairSuite Purchasing & Procurement with your own processes
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