Purchases: overview
Purchases (Acquisti in the interface) is the module of Site Monitoring where the company keeps the purchases of its machines. A purchase is linked to one or more machines already connected to Mative Cloud, and collects in one place:
- data of the order and of the invoice, amounts and supplier;
- the data of each machine: price, serial number, year, engine hours at delivery, depreciation and warranty;
- payments and instalments, with what has been paid and what is left;
- incentives and tax credits, such as Transizione 4.0 and 5.0 and Nuova Sabatini;
- documents: delivery notes, invoices, contracts, expert reports, interconnection certificates...;
- the deadlines: payments, warranties, end of leasing, incentives and documents.
Who can use it
Only managers (company administrator and customer administrator) use the module. Operators see neither the Acquisti button nor the Acquisto tab of the machines.
How to open it
- Get your Account ID: contact us and we will enable the module for your company.
- On the Site Monitoring home page, click Acquisti in the buttons at the top.
The purchases of a single machine are also in the Acquisto (purchase) tab of its page.
If the module is not active for your company, the page says so: contact Mative to activate it.
The module interface is in Italian. In this guide, labels are written as they appear on screen, followed by their English meaning in parentheses.
Pages
The bar at the top of the module opens three views: Acquisti (purchases), Fornitori (suppliers) and Scadenze (deadlines).
| Page | What you do there |
|---|---|
| Purchases, payments and documents | List and detail of the purchases: machines, payments and instalments, incentives, documents, history, Excel and PDF export |
| Suppliers, deadlines and the machine Purchase tab | Supplier records and documents, the deadlines of all purchases, and the Acquisto tab of each machine |
Purchase types and statuses
| Type | |
|---|---|
| Acquisto | Purchase of a new machine |
| Usato | Purchase of a used machine |
| Leasing | Leasing |
| Noleggio a lungo termine | Long-term rental |
| Altro | Other |
| Status | Meaning |
|---|---|
| Bozza (draft) | Purchase being prepared |
| Ordinato (ordered) | Order placed |
| Consegnato (delivered) | Machines delivered |
| Chiuso (closed) | Purchase completed |
| Annullato (cancelled) | Purchase cancelled: nothing is left to pay |
Where the documents are kept
The files of the documents are kept in a dedicated, encrypted archive for each company, separate from the other companies. They open only from Site Monitoring, by users who can see the purchase.
A deleted document no longer opens, but its file is kept in the archive, as required for tax documents.
History
Every change to suppliers and purchases is recorded: who did it and when. The detail of a purchase or of a supplier shows the last 5 events; Mostra tutta (show all) opens the full history.