Purchase overview in Zyntra OS, step by step

Where

Purchase › Overview

Who

Anyone allowed to see this screen.

Choose the period at the top: This week, This month or This quarter. Under the title the screen says since when it counts and when it was computed; ↻ computes it again and Export gives it to you as a file.

Figure	What it counts
Active vendors	Vendors you can buy from, and how many are new this period.
Open purchase orders	Orders that are approved and not fully received.
Pending approvals	Requests, quotations, orders, vendor returns and payments waiting for a signature, and how many have waited more than two days.
Purchase spend this period	The period’s vendor invoices in the base currency, each at its own invoice’s rate. Rejected ones are not spend.
Unpaid invoices	Vendor invoices not marked paid.
Contracts ending soon	Vendor contracts ending within 30 days.

Below the figures: Module quick access (one press to each list of the module), Spend by item group, Purchase orders by approval status, Purchase invoices by payment status, Needs attention and Recent activity. A figure or a row opens the list behind it.

Flowrica on this screen

From the top bar Flowrica offers Raise a purchase order, Raise a purchase request and Record a quotation, and answers questions such as “What is waiting for approval?”.