Purchasing Tab User Stories

Tab Page User Story

Purchasing Dashboard As a purchaser I want to see a list of all purchase orders
that we currently have in the system according to their
stages Drafts, Outstanding, Overdue and Invoicing so
that I know the status of all our purchases every time.
As a purchaser I want to filter my purchase orders
using a given piece of text so that I can find a specific
purchase order using given text.
As a purchaser I want to be able to see the number of
purchase order in each stage so that I have accurate
figures for the numbers of purchases orders in each
stage.

Suppliers As a purchaser I want to see the list of all Suppliers so

that I can be able to know all of our current suppliers.
As a purchaser I want to select a specific Supplier and
view their details so that I can be able to get more
information about that Supplier.
As a purchaser I want to add a new Supplier so that I
can be able to keep an up to date list of the business
Suppliers.
As a Purchaser I want to be able to merge Suppliers so
that we can remove duplicates from the system.
As a purchaser I want to add notes against each
supplier so that we can keep track of any key
information about the Supplier.
As a purchaser I want to edit the address of a supplier
so that we know where the supplies will be coming
 from.
As a purchaser I want to edit the Supplier details so that
I keep the latest details about that Supplier.
As a Supplier I want to delete a Supplier so that I can
get rid of all inactive suppliers and keep only those
who are active to our business needs.
As a Purchaser I want to be able to remove a supplier
item from the list so that it can never be purchased.

Usage Report As a Purchaser I want to see a Usage Report of a

particular supply so that I may know which product it
is being used in.

Batches As a purchaser I want to see the batches that a

particular supply has been used in so that I know where
this material has been utilized.

Inventory Report As a purchaser I want to see the weekly shelf figures

for each product so that I know what we currently have
on the shelf at a particular date.
As a purchaser I want to see the monthly shelf figures
for each product so that I know what we currently have
on the shelf at a particular date.
As a purchaser I want to see the quarterly shelf figures
for each product so that I know what we currently have
on the shelf at a particular date.
As a purchaser I want to see the weekly Incoming
supply figures for each product so that I know what we
currently expecting at a given date.
As a purchaser I want to see the monthly Incoming
supply figures for each product so that I know what we
currently expecting at a given date.
As a purchaser I want to see the quarterly Incoming
supply figures for each product so that I know what we
currently expecting at a given date.
As a purchaser I want to see the weekly pack-outs
figures for each supply so that I know the actual pack-
outs at a given date.
As a purchaser I want to see the monthly pack-outs
figures for each supply so that I know the actual pack-
outs at a given date.
As a purchaser I want to see the quarterly pack-outs
figures for each supply so that I know the actual pack-
outs at a given date.
As a purchaser I want to see the weekly outgoing
supply figures for each supply so that I know the actual
numbers of supplies going out at a given date.
As a purchaser I want to see the monthly outgoing
supply figures for each supply so that I know the actual
numbers of supplies going out at a given date.
As a purchaser I want to see the quarterly outgoing
supply figures for each supply so that I know the actual
numbers of supplies going out at a given date.
As a purchaser I want to see the weekly picked supply
figures for each supply so that I know the actual
numbers of supplies picked at a given date.
As a purchaser I want to see the monthly picked supply
figures for each supply so that I know the actual
numbers of products picked at a given date.
As a purchaser I want to see the monthly picked supply
figures for each supply so that I know the actual
numbers of supplies picked at a given date.
Transactions As a purchaser I want to see a list of all the inventory
transactions of a particular supply in the system so I
can know when and where it was used
As a purchaser I want to be able to page through the list
so that I get to a particular date quicker and sooner.
As a purchaser I can create a stock take of a particular
item so that I can update the on shelf numbers of a
particular supply.
As a purchaser I want to refresh the page so that the
system double checks if the figures are correct.

Average Costs As a purchaser I want to see the changing average cost

of a supplier so that I can know how the changing
average cost of a supplier has changed over time.

Planning As a purchaser I want to be able to set the purchase

settings for the different product types so that the
purchasing algorithm can be customized according to
the product type with clear directives of when and what
to buy.
As a purchaser I want to edit the purchase settings so
that all my product types are managed by a latest
purchasing algorithm.
As a purchaser I want to delete purchase settings so
that I do not keep obsolete purchasing algorithms
against any product type.
As a purchaser I want to see the output of a purchasing
algorithm so that I know how much of particular supply
to purchase.
As a purchaser I want to override the quantity that
 needs to be purchased so that I make sure I purchase
the correct amount that is required.
As a purchaser I want to post all the draft purchases to
the purchase orders so that I can quickly place my
purchase orders.

Draft Purchases As a purchaser I want to see all the draft purchases in

the system so that I know the upcoming purchases.

Purchase Orders As a purchaser I want to see all the purchase orders in

the system so that I know all the purchase orders that
have been made.
As a purchaser I want to page through the purchase
orders so that I can see all of the purchase orders.
As a purchaser I want to filter the list of purchase
orders by Division, Status and Supplier so that it
becomes easy to find a specific purchase order.
As a purchaser I want to search a particular purchase
order with given text provided so that it makes it easy
to find a specific purchase order.
As a purchaser I want to create a purchase order so that
I can place required purchases.
As a purchaser I want to view details of any purchase
order so that I know the specifications of any purchase
order.
As a purchaser I want to edit purchase order details so
that if there are any changes to an order I can quickly
update them.
As a purchaser I want to delete a purchase order so that
I do not keep unused purchase orders on my list.
As a purchaser I want to create a new receipt against a
 purchase order so that I can record the materials we
have received.
As a purchaser I want to create a Return so that we
keep track of the damaged stock received from a
supplier.
As a purchaser I want to Send a purchase order so that
a supplier may deliver the materials to us as soon as
needed.
As a purchaser I want to refresh a purchase order so
that inventory values can be automatically fixed by the
system.

Receipts As a purchaser I want to see a list of receipts in the

system so that I know all the items we have received to
date.
As a purchaser I want to create an invoice against a
purchase receipt so that we can pay the supplier.
As a purchaser I want to view the purchase receipt so
that I can see its details.
As a purchaser I want to edit and update details of the
purchase receipt so that we keep the latest information
about the purchase.
As a purchaser I want to delete a purchase receipt so
that we do not keep receipts that are not relevant to the
transactions of the business.

Labour As a purchaser I want to see the labour costs associated

with a particular product type and quantity range so
that we ensure that we cover the labour of
manufacturing things.