Generate Procurement Documents

Generate Procurement Documents

PDi CRM has the ability to generate Request for Quote (RFQ) and Purchase Order documents directly from a sales opportunity.

This function is ideal if you are using a back-to-back ordering method, the RFQ’s can be generated against multiple suppliers and then generate the purchase order for the single supplier or multiple suppliers that the items for this sale will be purchased from, once the sales opportunity is at that stage. As with all PDi CRM functionality the purchase order documents are created directly within Sage Pastel Accounting, so that they can be GRN’d and/or supplier invoices raised when the goods are received.

As well as creating RFQ’s and purchase orders within PDi CRM Sales Opportunity module, there is also a function to generate the documents against open Sales orders that are already captured within Sage Pastel Accounting.

View the screen cast below for more information on the process.