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 dari reorder rules
Department — PR per department, budget checking
Tier Validation — Multi-level approval per nilai PR
Cancel Confirm — Konfirmasi sebelum cancel 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" antara "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 — Kontrak kerangka dengan vendor untuk periode tertentu
Quantity/Amount — Komitmen quantity or amount over period
Call-Off — Buat PO dari blanket order sesuai kebutuhan
Validity — Date range, auto-expired
Tracking — Quantity/amount remaining, fulfillment %

💳

Down Payment

Advance Payment — Bayar di muka ke vendor sebelum barang diterima
Percentage — DP berdasarkan % dari total PO
Fixed Amount — DP nominal tetap
Invoice Plan — Jadwal termin pembayaran (30-40-30, dll)
Deduct — Otomatis kurangi DP dari invoice final
Deposit Invoice — Create deposit invoice dari 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 10jt auto-approved tanpa review
Manager Review — PO ≥ Rp 10jt masuk stage manager review
Tier Validation — Multi-level: Manager → Director → CFO (configurable)
Credit Check — Validasi limit kredit supplier otomatis
Discount Check — Validasi diskokn sesuai scheme principal
Dynamic Stage — Workflow stage configurable: 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) atau flat %, date range, min qty
Context — Sale, purchase, or both
Customer Type — All, agent, sub-agent, store, HoReCa, modern trade
Auto-Apply — Diskon otomatis ke PO line saat partner = principal
Override — principal_discount_overridden flag untuk 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 untuk kategorisasi
Substate — Sub-state dalam main state (draft.pending_review, purchase.awaiting_delivery)
Security Team — Purchase team, restrict PO visibility (seperti CRM teams)
Archive — Archive PO lama, active flag

🚚 Delivery & Receipts

Split by Date — Generate satu incoming shipment per expected date
Location per Line — Destination location per PO line
Manual Delivery — Prevent auto-picking, manual generate saat vendor confirm
Reception Status — Track receipt status per line (pending/partial/done)
Work Acceptance — Dokumen serah terima sebelum 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

Fitur Tambahan Purchase

📈 Product Recommendations

Purchase History — Rekomendasi produk berdasarkan riwayat pembelian
Last Price Info — Harga terakhir per produk dari supplier
Allowed Product — Restrict produk per vendor (hanya yang bisa disuplai)
Supplier Code — Tampilkan kode produk supplier di PO line
Main Seller — Mark main seller per product

📄 Line Management

Line Menu — Top-level menu untuk purchase order lines (search all lines)
Open Qty — Qty pending to invoice or receive
Sequence — Custom line sequence
Effective Date — Tanggal efektif per line
Notes — Catatan per line
Stock Available — Tampilkan stok tersedia di line

💰 Pricing & Discounts

Triple Discount — Diskon 3 level (disc1, disc2, disc3)
General Discount — Diskon % berlaku ke seluruh PO
Price Recalculation — Rekalkulasi harga otomatis
Secondary UoM — Beli dalam satuan alternatif (box vs piece)
Cost Update — Update biaya stok dari PO

📈 Dynamic Stage

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

Purchase Features

Purchase Workflow — 100+ Modul Tambahan

purchase request, tier validation, blanket order, advance payment, work acceptance, triple discount, split delivery, product recommendation, dan masih banyak lagi.

✅ Approval & Validation

Approved State — State "Approved" antara RFQ → PO, configurable 2-step per partner
Tier Validation — Multi-tier approval: Manager → Director → CFO, rule-based (amount, department)
Approval Block — Blok PO dengan reason code, exception system
Exception Rules — Custom rules, validasi sebelum konfirmasi PO
Substate — Sub-state dalam main state (draft.pending_review, purchase.awaiting_delivery)

💰 Payment & Invoicing

Advance Payment — Prepayment ke vendor, tracking paid/partial/unpaid
Deposit Invoice — Buat deposit invoice sebelum barang diterima
Invoice Plan — Jadwal termin, milestone-based invoicing (30-40-30)
Work Acceptance — Dokumen serah terima sebelum invoicing, quality gate
Force Invoiced — Paksa status invoice, force qty sebagai 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 ke PO atau RFQ via wizard
To Requisition — Convert ke purchase agreement / call for tender
Department — PR per department, routing & approval
Type — PR types dengan workflow & sequence berbeda
Cancel Confirm — Konfirmasi dialog saat cancel PR

🏷 Discounts & Pricing

Triple Discount — 3 level diskon (disc1, disc2, disc3), propagate ke supplier info
General Discount — Diskon % berlaku ke seluruh PO
Price Update — Auto-update supplierinfo price dari PO confirmed
Last Price — Tampilkan harga terakhir di product form
Recalculation — Rekalkulasi harga setelah perubahan order
Stock Cost Update — Update biaya stok dari purchase

🚚 Delivery & Receipts

Split by Date — Auto-split picking per tanggal, satu picking per date
Manual Delivery — Non-aktifkan auto-picking, create manual saat supplier confirm
Location by Line — Destination location per PO line
All Shipments — View semua related shipments termasuk procurement group
Reception Status — Not received/partial/received per PO & per line
Reception Notify — Notifikasi email saat goods receipt
Container Tracking — Container tracking untuk import purchases

📈 Product Recommendations

History-based — Rekomendasi produk berdasarkan riwayat pembelian + supplier
Brand Filter — Filter rekomendasi berdasarkan brand
Secondary UoM — Rekomendasi dengan satuan alternatif
XLSX Import — Import rekomendasi dari Excel
Supplier Code — Kode produk supplier di PO line
Main Seller — Flag penjual utama per product
Qty Multiplier — Qty harus kelipatan dari X (configurable)

📜 Order Types & Organisation

Order Type — Standard, Blanket, Consignment — sequence, payment terms, incoterm berbeda
Blanket Order — Framework agreement, remaining qty tracking, call-off PO
Tags — Multi-tag berwarna per PO untuk kategorisasi
Archive — Archive PO lama dengan active flag
Cancel Reason — Wajib isi alasan saat cancel
ETD/ETA — Tracking estimated departure/arrival dates

🛡 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 untuk PO report
Hide Tax — Sembunyikan kolom tax jika semua line punya tax sama
Packaging Report — Tampilkan packaging info di report
Shipping Address — Cetak alamat pengiriman di PO report

📷

Screenshot: Purchase Workflow

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

Ecosystem

Integrasi Cross-Module

💰

Purchase ↔ Accounting

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

📦

Purchase ↔ Inventory

Goods receipt → stock update otomatis
Reordering rules → auto PR
Drop shipment langsung ke customer

⚙

Purchase ↔ Manufacturing

PO dari raw material requirements
MO → komponen → auto purchase request
Subcontracting integration

👥

Purchase ↔ HR

Purchase request per department
Budget checking via analytic account
Approval berdasarkan role

🌐

Purchase ↔ Portal

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

🤖

Purchase ↔ AI Assistant

Buat PO via natural language
Cek status PO & pengiriman
Rekomendasi supplier & product

Comparison

Mengapa XERPIUM PURCHASE?

Aspek	Purchase Standard	XERPIUM PURCHASE
Purchase Request	✗ Tidak ada	✓ PR full workflow, allocation, tier validation
Multi-Tier Approval	✗ Tidak ada	✓ Manager → Director → CFO, auto-approve
Blanket Order	✗ Tidak ada	✓ Framework agreement, call-off PO
Down Payment	✗ Tidak ada	✓ %, fixed, installment plan, auto-deduct
Principal Discounts	✗ Tidak ada	✓ Chain/flat, auto-apply, customer type filter
Dynamic Stage	✗ Tidak ada	✓ Configurable workflow, kanban, RBAC
Line Management	Basic	✓ Line menu, open qty, effective date, notes
Delivery Split	✗ Tidak ada	✓ Split by date, location per line
Product Recommend	✗ Tidak ada	✓ History-based recommendation
Work Acceptance	✗ Tidak ada	✓ Govt/construction acceptance document

Addons

Barcode Scan, Intercompany & Print

Fitur tambahan untuk purchasing: barcode scanning pada PO lines, intercompany stock transfer, dan direct print via PrintNode.

📦 Barcode Scanning

PO Line Scan — Scan barcode produk langsung di purchase order line
SO Line Scan — Juga support untuk sale order lines
Stock Picking — Barcode scanning pada stock picking operations
Invoice Line — Scan barcode pada account move lines
Multi-Barcode — Support product dengan multiple barcodes
Real-Time — Auto-fill product, qty, price dari scan

🖨 Direct Print via PrintNode

Cloud Printing — PrintNode API, tanpa setup print server
Single/Multi Printer — Cetak ke satu atau broadcast ke semua
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

Portofolio Industri XERPIUM

Industri	Modul	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	✓	✓
Travel Umroh	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	✓	✓
Sawit / Palm Oil	1	✓	✓
Feedmill	1	✓	✓
Building Management	1	✓	✓
Auditor	1	✓	✓

XERPIUMPURCHASE

Ekosistem Manajemen Pembelian

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

Fitur Tambahan Purchase

📈 Product Recommendations

📄 Line Management

💰 Pricing & Discounts

📈 Dynamic Stage

Purchase Workflow — 100+ Modul Tambahan

✅ Approval & Validation

💰 Payment & Invoicing

📄 Purchase Request

🏷 Discounts & Pricing

🚚 Delivery & Receipts

📈 Product Recommendations

📜 Order Types & Organisation

🛡 Security & Reporting

Integrasi Cross-Module

Purchase ↔ Accounting

Purchase ↔ Inventory

Purchase ↔ Manufacturing

Purchase ↔ HR

Purchase ↔ Portal

Purchase ↔ AI Assistant

Mengapa XERPIUM PURCHASE?

Barcode Scan, Intercompany & Print

📦 Barcode Scanning

🖨 Direct Print via PrintNode

Portofolio Industri XERPIUM