Sales and Purchasing in HomeBuilder

Purchasing Structure

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.

A separate help file outlining the Progress Bills can be found here.

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.