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Purchase Process

Overview of the end-to-end purchasing workflow

Process Overview

The purchasing process in Numera handles procurement from order to payment. It integrates with inventory and accounting for complete visibility.

Purchase Workflow

Purchase Order

Create orders to suppliers for goods or services

Inbound Delivery

Receive and verify incoming goods

Vendor Invoice

Match and process supplier invoices

Payment

Process payments to suppliers

1. Purchase Order

Create purchase orders to request goods or services from suppliers:

  • Select supplier and delivery address
  • Add products with quantities
  • Confirm pricing and terms
  • Send to supplier for confirmation

2. Inbound Delivery

Receive and verify incoming goods:

  • Check quantities against order
  • Inspect quality
  • Record any discrepancies
  • Update inventory automatically

3. Vendor Invoice

Process supplier invoices:

  • Match to purchase orders and deliveries
  • Three-way matching validation
  • Handle price variances
  • Post to accounts payable

4. Payment

Process payments to suppliers:

  • Schedule payments based on terms
  • Create payment batches
  • Execute bank transfers
  • Record payment confirmations