Identify requirements
Use approved product details and material calculations to understand what must be sourced for the job.
Purchasing and inventory
Know what the job needs, what was ordered and what it cost.
Ledgez connects sales orders to vendors, purchase orders, receiving, inventory and material costs so purchasing supports the job instead of becoming a separate trail of emails and spreadsheets.
Designed for businesses managing fabrics, linings, trims, hardware and other custom-order components.
Purchasing connected to demand
The order helps explain why the material is being purchased.
A vendor transaction has more value when it remains connected to the customer work, product requirements and financial result that created it.
Order and receive
Create vendor purchase orders, record receiving and preserve the relationship between materials, suppliers and business transactions.
Carry cost forward
Vendor bills, payments, inventory values and material costs become part of the accounting record and profitability picture.
Visibility for custom-order businesses
Manage more than generic stock quantities.
Window treatment companies may handle stocked components, job-specific purchases, customer-owned fabric and materials that move between the office, receiving area and workroom.
- Vendors and supplier terms
- Purchase orders and receiving records
- Stock items, categories and material costs
- Customer-owned material references
- Fabric, lining, trim and hardware requirements
- Vendor payments and accounts payable
From sales demand to financial cost
Purchasing remains part of the job lifecycle.
01OrderCustomer requirements
02PlanMaterial demand
03PurchaseVendor PO
04ReceiveGoods and quantities
05UseInventory or job material
06AccountBill, payment and cost
A financial advantage
Purchasing data should improve profitability reporting.
When vendor transactions and inventory live in the same system as sales and accounting, the company has a stronger foundation for understanding material cost and margin.
- Purchase activity feeds accounts payable
- Vendor payments remain connected to the ledger
- Inventory values support the financial record
- Material cost can be compared with customer revenue
- Drill-down reporting provides transaction detail
Questions about purchasing and inventory
What should be reviewed during implementation.
Can Ledgez manage both stocked and job-specific items?
Yes. The configuration can represent stocked products and materials purchased for particular customer work. The exact structure is determined during implementation.
Can it track customer-owned fabric?
Ledgez can keep customer-owned material references connected to the relevant customer and job so the office and workroom have shared visibility.
Do purchase orders connect to vendor accounting?
Yes. Purchasing, receiving, vendor bills, payments and accounts payable are part of the same platform.
Can we import existing inventory and vendor records?
Data migration can be included in the implementation plan. Scope depends on the format, quality and amount of existing data.
Connected capabilities
Every department works from the same job record.
Explore the other parts of the Ledgez workflow that connect to this capability.
01
Window treatment calculator
Turn measurements, options, materials and pricing rules into accurate proposals.
Explore capability →02Workroom production
Send approved product details into clear work orders and production status.
Explore capability →04Integrated accounting
Manage receivables, payables, banking, the general ledger and reporting in the same system.
Explore capability →See purchasing in context
Walk through a representative customer order and its materials.
The demonstration can follow the demand from the ordered product through purchasing, receiving, vendor accounting and cost.