Overview
The "Mark as Reviewed" feature in Recurrency's purchasing module helps users track supplier reviews and ensure their purchasing plans remain current. This guide explains the purpose and usage of the "Mark as Reviewed" function.
💡 Use this feature to reset review counts on specific days or months and configure review cycles to align with your preferred intervals, ensuring regular and timely supplier evaluations.
What Does "Mark as Reviewed" Mean?
The "Mark as Reviewed" feature allows users to indicate that a specific supplier-location or group of supplier-locations has been reviewed. This helps maintain accurate and timely purchasing records, ensuring that the latest data informs planning and recommendations.
When a supplier-location is marked as reviewed, the review cycle for that supplier-location is updated, resetting the countdown until the next review is due. This ensures that review cycles are adhered to and helps track when each supplier was last evaluated.
The next review date is calculated as follows:
How to Use "Mark as Reviewed"
Manually Marking Supplier-Locations as Reviewed
Navigate to the Purchasing Module:
Go to the Purchase Builder within Recurrency and start building a PO, either for a specific supplier-location or a combination of supplier-locations.
Mark as Reviewed:
On the top-right side of the page, click the "Mark as Reviewed" button next to the supplier- location(s). This updates the review status and restarts the countdown until the next review is due.
Note: If you have selected one item-supplier location, the button will read "Mark as Reviewed." It will change to "Mark All as Reviewed" if more than one item-supplier location is selected.
Automatically Marking Supplier-Locations as Reviewed
Navigate to Purchase Groups:
Go to the Purchase Builder within Recurrency and start building a PO, either for a specific supplier-location or a combination of supplier-locations.
Build your PO and Submit to Your ERP:
Once a Purchase Order has been finalized and sent to your ERP, Recurrency will automatically mark all supplier-locations from that group as reviewed, resetting the countdown until the next review is due.
Feature Benefits
Accurate Tracking: Helps in maintaining a clear record of when each supplier-location was last reviewed.
Timely Updates: Ensures that purchasing plans are based on the latest data.
Efficient Management: Streamlines the review process for both individual and groups of supplier locations, saving time and reducing errors.
By utilizing the "Mark as Reviewed" feature, you can ensure that your purchasing processes are efficient, up-to-date, and well-documented. This helps in making informed decisions and maintaining a well-organized inventory management system.