Connect the order.See the materials.Follow fulfilment.
Customer orders and supplier purchase orders sit next to production and receiving, while your ERP stays the financial record.
Buying and selling meet the work.
Follow one order
Customer B orders 6,000 units of hand wash. Four stages, from quote to the material that arrives for it.
Enquiry to quote in the commercial workspace
Enquiries move through requirements, formulation, costing, quoting, sampling and a recorded outcome.
Sales & purchasing: workflow and records
1. Enquiry to quote in the commercial workspace
Enquiries move through requirements, formulation, costing, quoting, sampling and a recorded outcome.
Pipeline views show probability, weighted value, ageing and next actions.
Customer and address records are shared with orders.
- Samples
- Tasks, customer samples and account activity support follow-up.
Email and enrichment connections depend on configured providers.
RFQ-0911 · Customer B
Sales and CRM
- Requirements
- 500 ml hand wash · 6,000
- Formulation
- FG-220 existing
- Costing
- From formula and BOM
- Quote
- Q-0911 issued
- Outcome
- Won · recorded
Requirements, costing, quote and outcome on one record.
2. The order beside production and fulfilment
Sales orders sit alongside production and fulfilment on shared customer records.
Demand from the order feeds MRP and the schedule.
Your ERP or accounting system remains the financial record.
- Handoff
- See the order-to-production handoff checklist for what the plant needs when an order is confirmed.
Accounting and delivery integrations need configuration.
SO-4418 · Customer B
From Q-0911
- Line
- FG-220 · 6,000 ea
- Requested
- Friday dispatch
- Stock
- 1,200 available
- To make
- WO-3310 · 4,800
- Invoice
- In your accounting system
Demand flows to planning; finance stays in your system.
3. A buyer decides what to order
Purchase orders come from MRP drafts or are raised by buyers.
Buyers review quantity decisions before approving.
Where on your plan, reorder suggestions propose orders from stock rules; they do not raise or approve them.
- Supplier communication
- Sending to suppliers depends on configured outbound delivery.
Reorder suggestions are Professional and Enterprise. A buyer approves every order.
PO-7720 · Supplier C
From MRP draft
- Bottle 500 ml
- 5,000 ea
- Suggested by
- MRP run 14 Oct
- Supplier
- Approved
- Buyer change
- Rounded to pallet qty
- Approved by
- Buyer · sent
Suggestions are reviewed; a buyer approves.
4. Receiving Against the Purchase Order
Receipts connect to the purchase order and create traceable lots.
Incoming checks follow your receiving process.
The material links through to the work order and customer order it serves.
- Portals
- Customer and supplier portals are Professional and Enterprise.
Invoice matching against PO and receipt is listed on plans; ask us what yours includes.
Receipt · PO-7720
Goods-in
- Received
- 5,000 ea
- Lot
- Supplier lot recorded
- Status
- Quarantine until checked
- Linked
- PO-7720 → WO-3310
- Invoice match
- Ask us
The receipt links back to the order it fills.
Orders Connected to Planning and the Floor
One order flows from quote to schedule to dispatch; the buy behind it flows from MRP to receiving.
- MRPSee shortages early and draft purchase orders for a planner to approve.See MRP
- This pageSales & purchasingQuote, order, purchase and receive in one flow.
- ReceivingCheck deliveries against the purchase order and record each lot.See Receiving
- ShippingPick, pack and ship orders with the lots that went out.See Shipping
AI and Sales & purchasing
Document assistance before order approval
Document assistance before order approval
PO and invoice assistance can reduce manual entry where configured. Review quantities, prices and references before committing a commercial transaction.
Everything in this feature
What sales and purchasing include, and which plan each item needs. Compare plans
Sales & purchasing
All plansQuotes, sales orders, shipping, purchase orders and receiving.
Lots and traceability
All plansReceived lots linked to orders.
Reorder suggestions
Professional and EnterpriseSuggests orders; a buyer decides.
Customer portal
Professional and EnterpriseOrders, lot trace and documents for customers.
Supplier portal
Professional and EnterpriseDocuments and corrective action requests.
Your ERP or accounting system stays the financial record. People approve every order.
Explore the sample records.
Open a sample report to review its contents, supporting references and how the record is built.
UltimateSample report
Purchase Order
Buy & receive
- Ultimate
Sample register
Spare-part request queue (CSV)
Buy & receive
Production Planning & Material Readiness Buyer Guide
For planners, purchasing, operations and IT teams connecting demand, schedules, material needs and supplier orders. Use it with or without V5.
- The planning data you must own
- Demand: orders, forecasts and BOM revisions
- Material requirements with a worked example
- Capacity, calendars and a worked week
Plus Shortages, exceptions and plan changes; Purchasing and receiving handoffs; Actual versus plan, RACI and scored buyer tests.
Get the guideWe ask for your name and email so we can handle this request. The full guide then opens on this site, ready to translate, print or save. Privacy policy.
UltimateFree buyer guide
Production Planning & Material Readiness Buyer Guide
Straight answers.
What buyers ask us first about Orders & Integrations.
Does V5 connect to our ERP?
There is an ERP bridge with suggested mappings, review and a dry run, and you approve go-live. Each connection needs setup, so tell us which system you use.
Can customers and suppliers see their own records?
Customer and supplier portals are available from Professional, so each sees only what you share with them.
Do we have to replace our accounting system?
No. V5 runs operations and connects to your existing accounting or ERP where setup allows.
More of the product
Start with one area. Add the rest when you are ready.
Warehouse & TraceabilityExplore 
Production & PlanningExplore 
Quality & LaboratoryExplore 
Documents & TrainingExplore 
Equipment & PerformanceExplore 
This feature's areaOrders & IntegrationsExplore
Try it with one of your own orders.
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