Purchase Orders

When stock is running low — or a customer order requires new items — it should be easy to handle purchasing the right way. Without scattered emails, manual notes, or uncertainty about delivery status.

 

With purchase Orders in Rackbeat, you get a complete overview of your purchases, so you can order items, track status, and register goods receipts — all in one place. Rackbeat makes it easier to avoid both overstocking and stock shortages, because you’re always working from an updated inventory overview in the system.

Purchase Orders
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What is a purchase order in Rackbeat?

A purchase order is your digital order placed with a supplier. It can range from a few items to larger purchasing orders, where you can continuously:

1. see what has been ordered — and in what quantities

2. track delivery status

3. register goods receipt (fully or partially)

4. keep documentation and purchase history in one place

This way, purchasing becomes an active part of your inventory workflow — instead of something that lives in an inbox.

Flexible creation — so purchase orders fit your workflow

Not every business handles purchasing the same way. That’s why Rackbeat gives you multiple ways to create a purchase order, so you can choose the method that matches your processes:

Create a purchase order manually

Do you want full control and prefer creating purchase orders from scratch? You can easily create a new purchase order directly under Purchases, where you select a supplier and add order lines.

Order directly from your item overview

When reviewing your item list and noticing that a product needs restocking, you can create a purchase order directly from there — without jumping between different views in the system.

Create a purchase order from a sales order

Have you sold items but need components in order to deliver? You can create a purchase order based on a sales order, ensuring your purchasing aligns with actual demand and making your order handling more streamlined.

Reordering: Let your inventory tell you what you need

It can be difficult to get purchasing exactly right. Order too much and you tie up capital. Order too little and you risk backorders and unhappy customers.

With Rackbeat’s reordering logic, you can set a minimum stock level, so the system clearly shows when it’s time to restock — and you can create purchase orders without interrupting your workflow.

Keep track of your purchase orders — status, value, and next steps

Keep track of your purchase orders — status, value, and next steps

When you work with multiple suppliers and purchases, visibility isn’t a “nice to have” — it’s critical for your business.

In Rackbeat’s purchase order overview, you can keep track of for example:

– whether a purchase has been invoiced
– whether goods have been received and posted
– which currency the purchase was made in
– whether the purchase order has been received fully or partially
– delivery date and other key details

You decide what you want to see, as the overviews are customizable per user.