AdminPurchasing

Review purchasing and reconciliation

To review purchasing and reconciliation, start with purchasing access, the correct branch and supplier, and the original commercial document. In Admin, review purchasing KPIs, filter reconciliation, match order receipt and invoice, and investigate discrepancy. Match the supplier, document dates, line quantities, prices, tax, and totals against the original document before confirming.

Before you start

Purchasing access, the correct branch and supplier, and the original commercial document
Compare supplier, dates, lines, quantities, prices, tax, and totals before confirming

Review purchasing performance

Open /purchasing and set the current branch and period.
Use the KPIs to identify a source document, then open that document before deciding on a correction.

Reconcile purchasing documents

Open /purchasing/reconciliation and find the supplier or document reference.
Compare purchase-order, receipt, and invoice lines for quantity, unit, price, tax, and total, then correct the mismatched source record.

Expected result

Purchasing KPIs remain read-only summaries, while reconciliation shows the matched purchase order, receipt, and invoice plus any quantity, price, tax, or total discrepancy. Opening a discrepancy leads to its source record without duplicating documents.

Permissions

Purchasing dashboard and reconciliation require purchasing.read; any correction or document mutation applies a separate write or approval check.

Troubleshooting

A purchase order, receipt, or invoice is missing from reconciliation.

Confirm supplier, branch, document reference, date, and status on each source page. Do not recreate a missing document until search and status checks prove it was not recorded.

A reconciliation discrepancy cannot be explained.

Compare line units, accepted quantities, prices, tax, and totals across the three documents. Keep the records unchanged and send Support the safe document references and exact differing fields.

Manage suppliers and supplier intelligence
Maintain a unique supplier record and inspect period-specific supplier performance evidence.Create and manage purchase orders
Create, review, and edit eligible purchase orders with verified supplier, branch, item, unit, price, and tax data.Record and review goods received
Record delivered, accepted, and rejected quantities against the correct purchase order and physical delivery.