Purchasing in HomeBuilder

Implementing Purchasing

Purchasing is typically the most used part of the HomeBuilder system.

We strongly recommend that you setup Vendor Contracts for which you must setup and process Construction Items. This may seem like a lot of work to start with but it will make the system run smoothly, has proven to save many, many hours with customers, and will allow you to track, manage, and report on your costs in a much better way.

If you take the trouble to setup Vendor Contracts straight after negotiation, you will find that you can easily pull this information into the Purchase Invoice saving you valuable time by not having to look up contract details at the time of receiving the vendor's bill and also not having to enter values, GL Codes, Reporting codes, etc. It is all automated.

Purchasing Help Files Structure

Purchasing Essentials is the first article to read as it contains both a general overview as well as implementation work required for the purchasing to run smoothly. How Do I Setup My Purchasing? is a whole Help File Section. This article elaborates on the underlying business practices and a software design approach that guided the creation of HomeBuilder architecture. It is aimed at assisting decision-makers in choosing optimal business processes in their companies, as the system allows for using Work Orders/ Purchase Orders for Extras or using Purchase Orders Work Order Vs. Purchase Order elaborates further on differences between these 2 approaches. This time from a more technical, hands-on perspective Working with Work Orders provides the background for people at various levels as well as the practical application of Work Orders, Purchase Orders for Extras and Service Orders. Managing Purchase Orders Instead of Work Orders describes a typical process when using Purchase Orders rather than Work Orders Purchasing Using Vendor Contracts describes how to setup the system  and Use Vendor Contracts for purchasing (the recommended approach) Ad-Hoc Purchasing describes how to process purchases outside of the regular scope or unplanned purchases. Purchase Progress Bills is an article on setting up progress Billing as well as the difference between it and Retainage (Holdbacks) Retainage (Holdbacks) Processing contains a short video describing the process. For Details, go to:

Note

To see the "big picture" interplay between Workflow Tasks, Construction or Selection Packages/Color Charts, Models, Planning Lines, and Purchase Invoices, visit Task-Item-Purchase Invoice Linking Help File article. You will find an informative diagram and links to areas you might want to explore in detail.