ShopWorX ERP


Save Time

The external and internal notes feature of this module will allow you to quickly and easily communicate necessary information to vendors and internal users.

Increase Productivity

Fast and easy creation of purchase orders is possible through linkage of this module with the customer and shop order modules. Information can be automatically copied from these modules to create purchase orders. Re-entry of information is eliminated, and time is saved.



The Purchasing module gives you complete control of the purchasing function. You can create blanket orders from which you can then generate releases. Purchase Order changes can be tracked through the use of change numbers, which gives you a history of each order. Items can be ordered for stock, or to a specific customer or shop order. Supply items can also be ordered, and the proper general ledger account referenced. Individual items can be flagged for inspection, and unlimited text can be attached to the order and each line.

A variety of open order reports are available, allowing you to review open and closed orders.

As orders are received, the receiving process updates the order and the inventory system, as well as the historical vendor’s performance. Items flagged for inspection go into a pending status. As they are released, the vendor’s quality performance file is updated as well. Receipts update the appropriate general ledger accounts, and if standard costing is used, a purchase price variance is generated. Receipts are held for matching when the vendor’s invoice arrives.


Blanket Orders
This module lets you create blanket orders for later release, which can be entered with a detailed release schedule by item or a total commitment in dollars or units. As releases are made, history is available.

Purchase Order Entry
Purchase orders can be created from blanket orders, other purchase orders, Shop Orders, Customer Orders, or from scratch. Only a minimal amount of data is required, but a great deal of information is available, if needed.

Cross-Referenced Items
Items can be ordered directly for a shop order or customer order. When this option is selected, the necessary data from the shop or customer order is copied, eliminating the need to re-enter information. Orders can then be searched in either direction.

Multiple Ship-To Locations
Orders can be flagged for shipment to a primary warehouse, an alternate warehouse, or drop shipped to a vendor or a customer.

Purchase Order Printing
A purchase order can be printed on either plain paper or a pre-printed form, or you can use the optional fax software to send the purchase order directly from your system without the need to print it. When changes are made, you can reprint the entire order, or just the changes.

Open Order Reports
You can look at open purchase orders by vendor, due date, shop order, or part number. A variety of views are available, and your choices can be stored under your login information for use the next time you run the report.

When an item’s master record is flagged for inspection, all orders for that item are automatically sent to incoming inspection upon receipt. Other items may be flagged for inspection on an order-by-order basis. When items are sent to inspection, they are flagged as pending. As they are inspected, their status is updated to accepted, rejected (and the reason noted), or still pending.

Vendor Performance
The system automatically calculates vendor performance, tracking such variables as actual lead-time to standard lead-time, on-time deliveries, received costs variance versus standard or average, and quality. You can view this information in summary or detail form, by vendor or part.

Purchasing Integration

  • Panorama
  • Quoting
  • Customer Orders
  • Enterprise Resource Planning
  • Shop Orders
  • Scheduling
  • Inventory
  • Accounts Payable
  • General Ledger


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