SmartFACT Purchasing guides and demonstrations
Learn SmartFACT Purchasing tasks, handle common problems and practise with checked demonstrations using sample data.
Read a guide below, or use the help page to ask a general product question. Interactive demonstrations run on desktop and laptop computers. Written instructions work on any device.
Guides and help pages
Confirm completed non-stock work
Read an excess-quantity refusal, then record the actual completed service.
Raise a one-off need
Describe a need without a catalogue item and check its saved quantity in the queue.
Independently activate supplier terms
Review another person's frozen release and record the activation decision.
Amend a sent order and check its commitment
Change the approved quantity through a new revision and check when the commitment changes.
Follow the reviewed approval routing
See a large order wait for a second supervisor and a submitter's own one-off order go to someone else.
Approve an order and check on order
Review another person's submitted draft and check the approved outstanding quantity.
Cancel remaining work and record its notice
Cancel an outstanding commitment with a reason, then record the separately communicated cancellation.
Send an approved order from the purchasing mailbox
Email the approved document from the connected mailbox and check the provider's response.
Maintain ordering details
Update the purchasing contact while preserving approved order evidence.
Follow an order that is part received
Check an order's status after a StoresFlow receipt and see what is still to come.
Read an order's history
Send and amend an approved order, then read every recorded change in its history.
Prepare supplier terms for review
Edit a prepared supplier item and freeze the checked release for another person.
Prepare an order for approval
Check a queued need, make a draft in the supplier unit and submit it for a supervisor.
Record and withdraw mailbox qualification
Keep provider checks tied to the exact connection and stop future automatic sending when they need review.
Record a supplier communication and resend
Keep the communication evidence against the exact approved order, including a deliberate repeat.
Record and review a supplier response
Retain the supplier reply, review quantity and date differences, and check that the approved commitment remains unchanged.
Check a request from StoresFlow
Read a reorder-point request from StoresFlow, its stock snapshot and why one request is kept for the item.