The ‘Purchases’ section gathers all the information about the purchases performed by your team providing you a clear view of your activity.
Consentio Webapp
Go to your ‘Purchases’ section where you will have the information regarding all the purchases performed in Consentio.
Under ‘My purchases’ section you will have direct access to all the orders that you have placed showing the status, the Workspace to which they belong to, the order reference, the supplier’s name, the delivery address, the date created, the number of items within the order and the total price.
If you select the envelope, you can mark an order as read or unread.
If you click on the order, you will visualize the full order information and download the order in PDF or Excel files. You can also leave comments, upload documents for your supplier or repeat the order.
You will be able to filter them by date, supplier, status, and currency.
🆕 You will be able to search by reference number, to find easier and faster a specific client’s order.
In the graphs you will be able to see your total purchases, the top products that you have purchased, the evolution of your purchases and your top suppliers.
The Delivery view button shows you the products that you have ordered and their expected delivery date. This way, you will have a clear vision of your deliveries!
In the ‘Unread’ section, you will find all the orders that you have placed to one of your suppliers, but they haven’t been yet accepted by them. When a supplier accepts your order it will also appear in this section.
Finally, in the general Workspace section you will see all the purchases done by your team within that Workspace, being able to easily filter by supplier.
Group orders
You can group different orders to know how many boxes of a product have you purchased during the week, for example. Select the orders you want and click on the Group button.
A list of the items will appear, and, in each item, you will be able to see the member of your team that placed the order, the order reference, the status, the load and the price.
At the bottom of the screen, you will see the number of selected orders, the total load, and the total price.
Consentio Mobile App
Go to your ‘Purchases’ section where you will have the information regarding all the purchases performed in Consentio.
Under ‘My purchases’ section you will have direct access to all the orders that you have placed showing the status, the Workspace to which they belong to, the order reference, the supplier’s name, the delivery address, the date created, the number of items within the order and the total price.
If you click on the order, you will visualize the full order information and download the order in PDF or Excel files. You can also leave comments, upload documents for your supplier or repeat the order.
You will be able to filter them by date, supplier, status, and currency.
🆕 You will be able to search by reference number, to find easier and faster a specific client’s order.
In the ‘Unread’ section, you will find all the orders that you have placed to one of your suppliers, but they haven’t been yet accepted by them. When a supplier accepts your order it will also appear in this section.
Finally, in the general Workspace section you will see all the purchases done by your team within that Workspace, being able to easily filter by supplier.