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Purchase Orders

TLM Purchase Orders lets you integrate your approved suppliers in TLM with the materials or parts they are approved to supply, as well as minimum quantity or sales order-driven purchasing triggers from those modules in TLM. Purchase Orders also allow integration with QuickBooks or other ERP systems in order to improve the quality system functionality that many finds is lacking in a lot of ERP systems.

With TLM Purchase Orders you can:

  • Link to your Approved Supplier list in Contact Manager.
  • Import ship to and bill to information.
  • List carrier, terms, and account numbers.
  • Track Lot and Serial Numbers.
  • Links to Receiving Inspections.
  • List carrier, terms, and account numbers.
  • Make partial receipts.
  • Integrated Budgeting.

Robust Purchasing Features

  • List the items supplied by a vendor which automatically displays any quantities already requested and any quantities already on order.
  • Email purchase orders via the internal Email system through MS Outlook.
  • Customize templates for required language for terms.
  • Track vendor performance through receiving or inspection data.
  • Integrates with the Inventory and Inspection modules.
  • Print both requests for quotes or purchase orders.
  • Receive partial line items.
  • Bar codes for faster receiving.
  • Require receiving inspections if necessary.

Purchase Orders

QuickBooks or ERP Integration!

Total Lean Management (TLM) Software provides a dual technology, upstream/downstream digital landscape to both easily create and find needed records, AND connect records that are a result of work flows, such as your purchase orders, and the other TLM records that are related to purchase orders.

TLM can act as your company’s digital operating system, integrating other applications as needed so that workflows can be managed in a smooth seamless fashion.

Some of possibilities Integration can provide:

Receiving Inspectors can quickly locate items using PO and pack slip numbers imported from ERP.

QuickBooks Integrator can configure a one or two-way data exchange.

Multiple Approval options with dollar value triggers.

The Purchase Order software module in TLM gives you a wide range of configuration options so that your ideal purchasing process can be supported for circumstances that are unique to your business.

To provide this unique level of customizable support, TLM has several built-in systems, such as custom fields and system settings that include:

  • 386 different Custom fields throughout TLM.
  • Show/Hide options for where approvals are needed.
  • Pre-Configured Templates.
  • Default Assignment for new records.
  • Special Management Rep Access Controls.
  • Purchase Order Auto Numbering Options.
Fusion Technology is what happens when information integration creates a higher-level management system beyond individual workflows.  The Purchase Orders Module in TLM incorporates this technology by integrating with other TLM solutions to create a Total Lean Management Software approach that provides all stakeholders with a picture of inter-related QMS Software events across your entire organization.

It also serves to create the foundation of your company’s digital landscape which saves you as much as possible from purchasing disconnected stand alone software, and provides the technical support for integrating other information systems when necessary.

All TLM software modules are rolled up to a user-specific dashboard and summaries of each user's dashboard can be automatically emailed to ensure QMS activities are scheduled and prioritized accordingly.

In addition, the TLM dashboard helps users navigate to where tasks are performed, making it easy for new users to adopt the software without having to pay for extra training before being able to put TLM software to work for your company.

Purchase orders are an important tool in communicating clearly with vendors, and accounting for materials received in support of the rest of the value stream and quality management system at your organization.

The Purchase Order in TLM can also act as an extension of the PO and the dollar values from your accounting software, as The TLM PO provides the needed records for linking to all the quality activities that might be related to a purchase order, including:

  • Receiving Inspections.
  • Storage locations and availability status, expiration dates, lot, and serial numbers.
  • Non-Conformance records as a result of receiving inspections.
  • Supplier performance and approval status.

The Purchase Order also serves a compliance role with several requirements from the various ISO quality management system standards, for example:

ISO 9001:2015 Sections

  • 7.4 Communication.
  • 7.5 Documented information.
  • 8.4   Control of externally provided processes, products and services.
  • 8 .4.3 Information for external providers.
  • 8.5.2 Identification and traceability.
  • 8.7 Control of nonconforming outputs.
  • 8.4.2 Type and extent of control.
Of all the factors that drive human behavior, whether positive or negative, none are as universal as the need to evolve, whether we are conscious of it or not.

Your management team can create impressive organizational growth by harnessing this basic element of the human experience and the Purchase Order module has all of the key tools that will make your QMS software successful.

By organizing key aspects of how work is done, managers can use TLM Purchase Order software to empower employees to participate in finding opportunities for improvement and customer satisfaction while maintaining approval control to ensure additional risks aren’t introduced.

The TLM Purchase Order software module ensures these efforts are well organized, linked to all other aspects of the QMS software that might be related, and assigned to ensure employees who rise to the occasion can be recognized accordingly, and are motivated to do so as a result.

Historically the decision to implement ISO was driven by the consequences of NOT being ISO certified when competitors were using ISO certification to win new business from customers who needed confidence in their supplier’s ability to consistently meet requirements.

This resulted in a lot of paper based systems set up by various “consultants” that advocated vague procedures that could technically meet the requirements of the ISO standard, but in reality did very little to improve quality or any other aspect of the business.

Times have changed, and the introduction of QMS software allowed organizations to take a different approach to their quality system and instead of wasting tons of time and money for little benefit, they are using their QMS to improve all aspects of the business.

At least the companies who could afford the high cost of most QMS software.

The whole point of ISO based quality standards is to address the minimum risks across every aspect of the business that could have consequences to customer satisfaction.  Unfortunately, by calling them “quality” standards, a misperception developed over the years that caused managers to think of quality as something the “quality department” was responsible for.

Total Lean Management (TLM) Software corrects this misperception by acting as an integrated management tool not only for compliance but as the framework for how a company evolves.  Audit management software can be a vital component of this evolution, provided it is integrated with all the other aspects of the business to make auditing easier, faster, and more insightful.

There is Only One Type of Quality Management System


Over the last 20 years TLM has discovered a very basic truth when it comes to information management systems such as your eQMS, no two companies have the exact same needs.

In fact, the two biggest risks in the software selection process is either selecting software that is not flexible enough to manage information that is unique, and important to your workflow, thus forcing work arounds, or other concessions that effectively add waste to your business.

The other mistake is getting stuck with comprehensive, but inflexible systems due to their web based cloud hosting design, which forces a one size fits all approach to meeting customer needs.

And while one size might fit some, it might not fit all your needs when in the long run your understanding of those needs evolves and improves.

Total Lean Management Software, by definition, recognizes this fact, and addresses it through a dual technology, upstream / downstream user landscape approach to meeting the needs of both your upstream and downstream user types.  This is combined with our tiered approach to addressing newly discovered customer needs, making sure the software works in alignment with your business systems the day after your purchase, and for all the years ahead.

These measures include:

Custom fields

Allows you to adapt the software to your company’s terminology.

System Settings

Allows you to choose which features are applied to your process.

Rapid update cycles

Incorporating employee feedback into the continuous improvement cycle creates a synergistic effect on moral, engagement, and productivity.

Development Projects

This capability provides insurance that your system will never leave you stuck after discovering unknown needs after implementation.

High levels of interlinking

By implementing and combining modules in way that might be unique to your business or work flows.

World class customer support

Evolution is a team effort, and the whole team behind TLM enjoys helping companies comply with regulations, manage risk, continuously improve, and maintain a steady growth rate.

Help Files can be Linked to your Controlled Work Instructions

This unique TLM feature allows you to link individual screens in TLM to your own controlled procedures or work instructions for that area of the software (if needed).

Why TLM is your Best QMS Software Choice

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If you have any questions or want more detailed information, do not hesitate to call us (866) 209-6896.

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TLM Customers are always our top priority -David Smithstein, CEO

“In the 10 years that we have relied on TLM to manage our quality documents, it has grown to become the core of our QMS. Our QMS has been audited by BSI, TUV, SAI, FDA, Canada Health and CDPH . We survived all of those audits and emerged a better company. Thanks, David!”

Jim Klett

★ ★ ★ ★ ★
“EXCELLENT customer service! Without fail, David has responded to every question, email and phone call within a few hours. He is great to work with and always willing to help… TLM is a one-stop shop for all of our QMS needs … The training videos on the website are helpful- keep them coming!”

Allison Getz

★ ★ ★ ★ ★
“Very helpful in fine-tuning the software/reports to meet our specific needs for audits, even ones requested the day before the audit. The software is straight forward for use, we have 8 personnel in two different locations using it seamlessly … The best customer support I have ever used.”

Stewart Denham

★ ★ ★ ★ ★

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