In the dynamic landscape of sales and client management, efficiently tracking the progress of client purchase orders is essential. SIX ERP introduces an engaging and effective system to monitor and manage your purchase orders from initiation to completion. This guide delves into the Purchase Order Pipelines feature, spotlighting how to leverage this functionality to track statuses and visually depict progress through the KanBan view.
Purchase Order Pipelines in SIX ERP are devised to provide a vivid, visual representation of each purchase order's stage in the procurement journey. This feature is particularly advantageous for teams handling numerous purchase orders, offering a quick snapshot of each order's current status at a glance.
Purchase Order Pipelines: Converting procurement opportunities into achievements with transparent, visual tracking at every stage.
Accessing the Purchase Order Pipelines in SIX ERP is made to be intuitive, boosting your order management efficiency with ease. Within the purchase orders list view, look to the top bar of the interface. Here, the "Switch to Pipeline" button is your gateway to alternate between the conventional list display and the dynamic Purchase Order Pipelines view. Engaging this button shifts you to the KanBan-style Pipeline view, enabling visual tracking of each purchase order as it advances through different phases of your procurement funnel. This capability is vital for those keen on enhancing their workflow efficiency and maintaining a comprehensive overview of order statuses.
The essence of the Purchase Order Pipelines feature is the KanBan view, which arranges purchase orders into columns according to their status. The main statuses include:
New: Purchase orders that have been created and are awaiting further action.
Cancelled: Purchase orders that have been cancelled either by the client or due to other reasons.
Confirmed: Purchase orders that have been accepted and confirmed for processing.
Each column clearly displays purchase orders in their respective statuses, making it easy to identify and perform necessary actions.
To support manual adjustments alongside automated updates:
Select the Purchase Order: Pick the purchase order card you wish to move within the KanBan view.
Drag and Drop: While holding the purchase order, drag it to the column that reflects the new status.
Release: Drop the purchase order over the new column to effect the status change.
This drag-and-drop feature facilitates quick status changes, enhancing the manageability of purchase order workflows.
SIX ERP enhances operational efficiency with automated status changes in certain scenarios:
Order Confirmation: A purchase order confirmed via the client interface automatically updates to the "Confirmed" status.
Order Cancellation: A purchase order cancelled through the client interface automatically changes to the "Cancelled" status.
Automation reduces the need for manual tracking, keeping the purchase order pipeline up-to-date with minimal manual intervention.
Integrating Purchase Order Pipelines into your procurement strategy offers several benefits:
Enhanced Visibility: Instantly understand the status of all purchase orders, aiding in planning and follow-up actions.
Improved Efficiency: Streamline the purchase order management process with automated and easy manual status updates.
Increased Control: Maintain direct oversight of each purchase order's progress, ready to adapt strategies based on immediate feedback.
The Purchase Order Pipelines feature serves as a powerful tool for navigating the lifecycle of purchase orders within SIX ERP. By utilizing the KanBan view, procurement teams can smoothly track progress, make informed decisions, and manage orders with greater efficiency. This approach not only simplifies order tracking but also empowers teams to refine their procurement strategies, leading to improved outcomes and strengthened client relationships.