XERPIUM PURCHASE

Core

Purchase Request & RFQ

📄

Purchase Request

Request — Draft → To Approve → Approved → In Progress → Done / Rejected
Lines — Product, qty, date required, supplier, estimated cost
Allocation — Tracking PR line → PO line, qty in progress, qty done, pending
Orderpoint — Auto-create PR from reorder rules
Department — PR per department, budget checking
Tier Validation — Multi-level approval per PR value
Cancel Confirm — Confirmation before cancelling a PR

📦

RFQ & Purchase Order

RFQ — Request for quotation → Send → Receive quotes → Compare → Select vendor
PO — Purchase Order with complete product, qty, price, tax, incoterm
Approved State — State "Approved" between "To Approve" → "Purchase Order"
Tier Validation — Multi-tier approval: Supervisor → Manager → Director → CFO
Auto-Approval — Auto-approve PO < threshold, skip approval for trusted vendors
Approval Block — Block PO with reason, post message on block/release

📅

Blanket Order

Framework Agreement — Framework contract with vendor for a specific period
Quantity/Amount — Komitmen quantity or amount over period
Call-Off — Create POs from blanket order as needed
Validity — Date range, auto-expired
Tracking — Quantity/amount remaining, fulfillment %

💳

Down Payment

Advance Payment — Pay vendor in advance before goods are received
Percentage — DP based on % of total PO
Fixed Amount — Fixed nominal DP
Invoice Plan — Payment term schedule (30-40-30, etc.)
Deduct — Automatically deduct DP from the final invoice
Deposit Invoice — Create deposit invoice from PO

📷

Screenshot: Purchase Request & RFQ

Purchase Request, RFQ, Blanket Order, Down Payment Wizard, Multi-Tier Approval

Approval & Discounts

Multi-Tier Approval & Principal Discounts

✅ Approval Workflow

Auto-Approve — PO < Rp 10 million auto-approved without review
Manager Review — PO ≥ Rp 10 million goes to manager review stage
Tier Validation — Multi-level: Manager → Director → CFO (configurable)
Credit Check — Automatic supplier credit limit validation
Discount Check — Discount validation per principal scheme
Dynamic Stage — Configurable workflow stage: Draft → Reviewed → Approved → PO
Exception — Custom rules blocking PO confirmation

🏷 Principal Discounts

Principal — Code, partner, PIC, contract period, revenue/COGS accounts
Discount Schemes — Chain discount (10+20+5) or flat %, date range, min qty
Context — Sale, purchase, or both
Customer Type — All, agent, sub-agent, store, HoReCa, modern trade
Auto-Apply — Automatic discount on PO line when partner = principal
Override — principal_discount_overridden flag for manual override
Compute — get_active_discount(), compute_effective_discount()

📝 Order Types & Tags

Order Type — Standard, Blanket, Consignment — custom sequence & payment terms
Tags — Multi-tag per PO for categorization
Substate — Sub-state within main state (draft.pending_review, purchase.awaiting_delivery)
Security Team — Purchase team, restrict PO visibility (seperti CRM teams)
Archive — Archive old POs, active flag

🚚 Delivery & Receipts

Split by Date — Generate one incoming shipment per expected date
Location per Line — Destination location per PO line
Manual Delivery — Prevent auto-picking, generate manually when vendor confirms
Reception Status — Track receipt status per line (pending/partial/done)
Work Acceptance — Handover document before invoicing (gov/construction)
Open Qty — Qty pending to invoice or receive

📷

Screenshot: Approval & Discounts

Tier Validation, Auto-Approve, Principal Discount, Order Type, Substate, Tags

Features

Additional Purchase Features

📈 Product Recommendations

Purchase History — Product recommendations based on purchase history
Last Price Info — Last price per product from supplier
Allowed Product — Restrict products per vendor (only those they can supply)
Supplier Code — Show supplier product code on PO line
Main Seller — Mark main seller per product

📄 Line Management

Line Menu — Top-level menu for purchase order lines (search all lines)
Open Qty — Qty pending to invoice or receive
Sequence — Custom line sequence
Effective Date — Effective date per line
Notes — Notes per line
Stock Available — Show available stock on the line

💰 Pricing & Discounts

Triple Discount — 3-level discount (disc1, disc2, disc3)
General Discount — % discount applies to the entire PO
Price Recalculation — Automatic price recalculation
Secondary UoM — Purchase in alternative units (box vs piece)
Cost Update — Update stock cost from PO

📈 Dynamic Stage

Configurable — Workflow stage per purchase.order model
Sync — Auto-sync stage from native state (confirm, approve, cancel, done)
Python Hooks — Enter method & server action per stage
RBAC — Restrict access per stage (user, manager, admin)
Kanban — Visual kanban per stage

Purchase Features

Purchase Workflow — 100+ Additional Modules

purchase request, tier validation, blanket order, advance payment, work acceptance, triple discount, split delivery, product recommendation, and much more.

✅ Approval & Validation

Approved State — State "Approved" between RFQ → PO, configurable 2-step per partner
Tier Validation — Multi-tier approval: Manager → Director → CFO, rule-based (amount, department)
Approval Block — PO blocks with reason code, exception system
Exception Rules — Custom rules, validation before PO confirmation
Substate — Sub-state within main state (draft.pending_review, purchase.awaiting_delivery)

💰 Payment & Invoicing

Advance Payment — Prepayment to vendor, paid/partial/unpaid tracking
Deposit Invoice — Create deposit invoice before goods are received
Invoice Plan — Payment term schedule, milestone-based invoicing (30-40-30)
Work Acceptance — Handover document before invoicing, quality gate
Force Invoiced — Force invoice status, force qty as invoiced
Uninvoiced Amount — Track uninvoiced amount per order & line

📄 Purchase Request

PR Workflow — Draft → To Approve → Approved → In Progress → Done
Line Allocation — Tracking PR line → PO line, qty in progress/done/cancelled
Convert to PO — Convert PR lines to PO or RFQ via wizard
To Requisition — Convert ke purchase agreement / call for tender
Department — PR per department, routing & approval
Type — PR types with different workflows & sequences
Cancel Confirm — Confirmation dialog when cancelling a PR

🏷 Discounts & Pricing

Triple Discount — 3 discount levels (disc1, disc2, disc3), propagated to supplier info
General Discount — % discount applies to the entire PO
Price Update — Auto-update supplierinfo price from confirmed PO
Last Price — Show last price on product form
Recalculation — Price recalculation after order changes
Stock Cost Update — Update stock cost from purchase

🚚 Delivery & Receipts

Split by Date — Auto-split picking per date, one picking per date
Manual Delivery — Disable auto-picking, create manually when supplier confirms
Location by Line — Destination location per PO line
All Shipments — View all related shipments including procurement group
Reception Status — Not received/partial/received per PO & per line
Reception Notify — Email notification on goods receipt
Container Tracking — Container tracking for import purchases

📈 Product Recommendations

History-based — Product recommendations based on purchase history + supplier
Brand Filter — Filter recommendations by brand
Secondary UoM — Recommendations with alternative units
XLSX Import — Import recommendations from Excel
Supplier Code — Supplier product code on PO line
Main Seller — Main seller flag per product
Qty Multiplier — Qty must be a multiple of X (configurable)

📜 Order Types & Organisation

Order Type — Standard, Blanket, Consignment — different sequence, payment terms, incoterm
Blanket Order — Framework agreement, remaining qty tracking, call-off PO
Tags — Multi-colored tags per PO for categorization
Archive — Archive old POs with active flag
Cancel Reason — Reason is required when cancelling
ETD/ETA — Estimated departure/arrival date tracking

🛡 Security & Reporting

Purchase Teams — Team-based access control, record rules per team
Owner — Explicit owner field, propagates to stock rules
Incoterm — Default incoterm per partner
Comment Template — Reusable header/footer for PO report
Hide Tax — Hide the tax column if all lines have the same tax
Packaging Report — Show packaging info in report
Shipping Address — Print delivery address on PO report

📷

Screenshot: Purchase Workflow

Purchase Request, Tier Validation, Blanket Order, Work Acceptance, Triple Discount, Invoice Plan

Ecosystem

Cross-Module Integration

💰

Purchase ↔ Accounting

Vendor bill auto-created from PO receipt
Down payment → prepayment journal entry
Three-way matching PO/Receipt/Invoice

📦

Purchase ↔ Inventory

Goods receipt → automatic stock update
Reordering rules → auto PR
Drop shipment directly to customer

⚙

Purchase ↔ Manufacturing

PO from raw material requirements
MO → components → automatic purchase request
Subcontracting integration

👥

Purchase ↔ HR

Purchase request per department
Budget checking via analytic account
Role-based approval

🌐

Purchase ↔ Portal

Supplier portal for RFQ responses
Vendor self-service: confirm PO, update delivery
Invoice upload & tracking

🤖

Purchase ↔ AI Assistant

Create a PO via natural language
Check PO & delivery status
Supplier & product recommendations

Comparison

Why XERPIUM PURCHASE?

Aspect	Purchase Standard	XERPIUM PURCHASE
Purchase Request	✗ None	✓ PR full workflow, allocation, tier validation
Multi-Tier Approval	✗ None	✓ Manager → Director → CFO, auto-approve
Blanket Order	✗ None	✓ Framework agreement, call-off PO
Down Payment	✗ None	✓ %, fixed, installment plan, auto-deduct
Principal Discounts	✗ None	✓ Chain/flat, auto-apply, customer type filter
Dynamic Stage	✗ None	✓ Configurable workflow, kanban, RBAC
Line Management	Basic	✓ Line menu, open qty, effective date, notes
Delivery Split	✗ None	✓ Split by date, location per line
Product Recommend	✗ None	✓ History-based recommendation
Work Acceptance	✗ None	✓ Govt/construction acceptance document

Addons

Barcode Scan, Intercompany & Print

Additional purchasing features: barcode scanning on PO lines, intercompany stock transfer, and direct print via PrintNode.

📦 Barcode Scanning

PO Line Scan — Scan product barcodes straight on the purchase order line
SO Line Scan — Also supports sale order lines
Stock Picking — Barcode scanning on stock picking operations
Invoice Line — Barcode scan on account move lines
Multi-Barcode — Supports products with multiple barcodes
Real-Time — Auto-fill product, qty, price from scan

🖨 Direct Print via PrintNode

Cloud Printing — PrintNode API, no print server setup
Single/Multi Printer — Print to one or broadcast to all
Printer Check — Test koneksi printer via API
Multi-Company — API key & printer config per company

📷

Screenshot: Addons

Barcode Scanning on PO, Direct Print Config, Intercompany Transfer

Portfolio

XERPIUM Industry Portfolio

Industry	Module	Dashboard	Report
Inventory & WMS	275+	✓	✓
Manufacturing	230+	✓	✓
Purchase	105	✓	✓
HR & Payroll	29	✓	✓
Aerospace	10	✓	✓
Accounting	9	✓	✓
University	9	✓	✓
Distribution	8	✓	✓
Koperasi	8	✓	✓
Retail & POS	7+	✓	✓
Gold Mining	7	✓	✓
Aviation	6	✓	✓
Coal Mining	6	✓	✓
Hospital	6	✓	✓
Umrah Travel	6	✓	✓
Logistics	5	✓	✓
Hotel	5	✓	✓
Beauty Clinic	5	✓	✓
Rental	4	✓	✓
Livestock	4	✓	✓
Fishery	4	✓	✓
Software House	4	✓	✓
Event Organizer	4	✓	✓
Satellite City	2	✓	✓
Education	2	✓	✓
Food & Beverage	1	✓	✓
Civil Construction	1	✓	✓
Garment	1	✓	✓
Agriculture	1	✓	✓
Theme Park	1	✓	✓
Data Center / IT	1	✓	✓
Palm Oil	1	✓	✓
Feedmill	1	✓	✓
Building Management	1	✓	✓
Auditor	1	✓	✓

XERPIUMPURCHASE

Purchase Management Ecosystem

Purchase Request & RFQ

Purchase Request

RFQ & Purchase Order

Blanket Order

Down Payment

Multi-Tier Approval & Principal Discounts

✅ Approval Workflow

🏷 Principal Discounts

📝 Order Types & Tags

🚚 Delivery & Receipts

Additional Purchase Features

📈 Product Recommendations

📄 Line Management

💰 Pricing & Discounts

📈 Dynamic Stage

Purchase Workflow — 100+ Additional Modules

✅ Approval & Validation

💰 Payment & Invoicing

📄 Purchase Request

🏷 Discounts & Pricing

🚚 Delivery & Receipts

📈 Product Recommendations

📜 Order Types & Organisation

🛡 Security & Reporting

Cross-Module Integration

Purchase ↔ Accounting

Purchase ↔ Inventory

Purchase ↔ Manufacturing

Purchase ↔ HR

Purchase ↔ Portal

Purchase ↔ AI Assistant

Why XERPIUM PURCHASE?

Barcode Scan, Intercompany & Print

📦 Barcode Scanning

🖨 Direct Print via PrintNode

XERPIUM Industry Portfolio