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The Grow CRM Purchasing module extends your CRM with end-to-end procurement and inventory capabilities — so you can manage the suppliers you buy from, issue purchase orders and requests for quotation, and track stock levels across one or more physical or logical warehouses. Because the module connects directly to your existing Items and Invoices, selling a tracked item automatically reduces stock on hand, giving you a single, consistent source of truth for both sales and purchasing. Whether you run a single stockroom or multiple warehouses across different locations, the Purchasing module gives your team everything needed to keep supply in line with demand.

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Feature Areas

Suppliers

Create and manage the companies and individuals you buy from. Store contact details, link purchase history, and send orders or RFQs directly from each supplier’s profile.

Purchase Orders

Build priced procurement documents using the same line-item, tax, and discount tools available on invoices. Send orders to suppliers and track their fulfilment status.

Requests for Quotation (RFQs)

Ask one or more suppliers what they can supply and at what cost before you commit to a purchase order. Compare responses and convert the winning quote into an order in one click.

Warehouses

Define the physical or logical stock locations your business operates. Every stock movement — goods in, goods out, transfers, and adjustments — is tied to a specific warehouse.

Stock

View live on-hand quantities for every tracked item across all warehouses. Enable per-item inventory tracking and set minimum stock levels to trigger low-stock email alerts.

Reports

Review monthly income and expenses, total purchase order values, and purchasing activity summaries from the dedicated Reports page to inform supplier negotiations and budgeting.

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Key Concepts

Before you dive into the individual features, it helps to understand the core terms the module uses. The table below defines every concept you will encounter.
Stock levels do not update the instant you save a Stock In, Transfer, or Adjustment record. The reconciliation process runs automatically in the background and may take up to approximately one minute to reflect the updated quantities in your Stock view. This is expected behaviour — refresh the page after a moment if you don’t see the change immediately.

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Who Can Use It

The Purchasing module is designed for your internal team — clients and contacts never see it. Visibility and access are controlled by your CRM’s role-based permission system. A team member must have Manage or Admin access to the Purchasing module on their assigned role before any Purchasing or Inventory pages appear in their sidebar. If a colleague cannot see the Purchasing menu after the module has been enabled, ask an administrator to review that person’s role permissions under Settings → Roles.
If you are setting up the module for the first time, make sure you have Admin-level access so you can configure warehouses, item tracking, and module settings without hitting permission restrictions.
Once the module is enabled, two new sections appear in every permitted team member’s main sidebar:
  • Purchasing — Suppliers, Purchase Orders, RFQs
  • Inventory — Warehouses, Stock, Stock In, Stock Out, Stock Transfer, Stock Adjustment
Module-level settings — including document number prefixes, low-stock notification email addresses, and email templates — live under Settings → Purchasing.
Not sure where to begin? Head to the Quick Start guide for a step-by-step walkthrough that gets the module fully operational in under ten minutes.