Purvis Industries

P21 Process & Culture Hub

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Purvis Culture Cornerstone

Purvis Difference Fundamentals

Created by Bob Purvis, these fundamentals define the standards, service mindset, teamwork, safety, and values Purvis branches review every week. P21 teaches the process. The Purvis Difference teaches the standard.

Created by Bob Purvis Core values of Purvis Industries Weekly branch review

P21 Branch Processes

60 process links

AR Paid on Account 2025
How to process AR payments paid on account.
P21 BranchProcessPDF
Open Process
Assembly Decoder Belt Templates-buyout IDs
Assembly decoder and belt template reference for buyout IDs.
P21 BranchAssemblyPDF
Open Process
Assembly Item Edit-Entry
How to edit or enter assembly item information in P21.
P21 BranchAssemblyPDF
Open Process
Assembly OTF
On-the-fly assembly process reference.
P21 BranchAssemblyPDF
Open Process
Cash Drawer - Open and Closing
How to open, close, and handle cash drawer steps.
P21 BranchCashPDF
Open Process
Comerica Credit Card Orders - Correcting rev A
P21 branch process reference document.
P21 BranchCreditPDF
Open Process
Contact ID - OTF
P21 branch process reference document.
P21 BranchMarketingPDF
Open Process
Credit and Rebill 2026.1 - Rev 1
How to process credit and rebill corrections.
P21 BranchCreditPDF
Open Process
Credit Card - Saving 2025
How to save credit card information or payment details correctly.
P21 BranchCreditPDF
Open Process
Cycle Count Processing
P21 branch process reference document.
P21 BranchInventoryPDF
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Dispositions
P21 branch process reference document.
P21 BranchProcessPDF
Open Process
Disputes - Branch portal
P21 branch process reference document.
P21 BranchProcessPDF
Open Process
Document Links 2026.1
How to attach and manage document links in P21.
P21 BranchDocumentationPDF
Open Process
Freight Codes
P21 branch process reference document.
P21 BranchProcessPDF
Open Process
Helpful Tips
P21 branch process reference document.
P21 BranchBasicsPDF
Open Process
Inventory Return Creation and Shipping
P21 branch process reference document.
P21 BranchRMAPDF
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Inventory Returns via RMAs
P21 branch process reference document.
P21 BranchRMAPDF
Open Process
Item ID - OTF Item Rev B
P21 branch process reference document.
P21 BranchProcessPDF
Open Process
Item OTF Locked Suppliers
P21 branch process reference document.
P21 BranchProcessXLSX
Open Process
Marketing Branch Market Segments
P21 branch process reference document.
P21 BranchMarketingPDF
Open Process
Marketing Contact Clean Up
P21 branch process reference document.
P21 BranchMarketingPDF
Open Process
Marketing Uncategorized Customers and Ship To IDs (1)
P21 branch process reference document.
P21 BranchMarketingPDF
Open Process
Navigating P21 Basics PDF
Beginner reference for basic P21 navigation.
P21 BranchBasicsPDF
Open Process
Navigating P21 Basics Power Point
Beginner reference for basic P21 navigation.
P21 BranchBasicsPPTX
Open Process
Notes - Entering Notes
P21 branch process reference document.
P21 BranchDocumentationPDF
Open Process
Order Entry 2026.1
How to enter orders in P21.
P21 BranchProcessPDF
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OTF Item Rev B
P21 branch process reference document.
P21 BranchProcessPDF
Open Process
P21 Document numbering
P21 branch process reference document.
P21 BranchDocumentationPDF
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Packing Basis
P21 branch process reference document.
P21 BranchShippingPDF
Open Process
Pick Ticket info
P21 branch process reference document.
P21 BranchShippingPDF
Open Process
Pick Ticket Scan
How to scan pick tickets.
P21 BranchShippingPDF
Open Process
Pick ticket trouble shooting
Troubleshooting reference for pick ticket issues.
P21 BranchShippingPDF
Open Process
PO Generation - PORG For Sales Demand rev1
PORG purchase order generation reference.
P21 BranchPurchasingPDF
Open Process
PO Generation - PORG For Stock rev1
PORG purchase order generation reference.
P21 BranchPurchasingPDF
Open Process
PO Wizard from OE-Buyer
How to use the PO Wizard from order entry or buyer workflow.
P21 BranchPurchasingPDF
Open Process
Product Groups
P21 branch process reference document.
P21 BranchProcessPDF
Open Process
Production - Order Entry Decoder
How to enter orders in P21.
P21 BranchProductionPDF
Open Process
Production Order - Different Source Location
Production order process reference.
P21 BranchProductionPDF
Open Process
Production Order - Purchase Components
Production order process reference.
P21 BranchProductionPDF
Open Process
Production Order-Capcorp
Production order process reference.
P21 BranchProductionPDF
Open Process
Production Order-Confirmation and Pick Confirmation
Production order process reference.
P21 BranchRMAPDF
Open Process
Purchase Order Receipts
How to receive purchase orders.
P21 BranchPurchasingPDF
Open Process
Quick Ship - Getting Started and Shipping
Quick Ship process reference.
P21 BranchShippingPDF
Open Process
Quick Ship - Miscellaneous Shipment for Collect
Quick Ship process reference.
P21 BranchShippingPDF
Open Process
Quick Ship - Transfer Order Shipping
Quick Ship process reference.
P21 BranchShippingPDF
Open Process
Quote Entry
How to enter quotes in P21.
P21 BranchQuotesPDF
Open Process
Quote to Order
How to convert a quote to an order.
P21 BranchQuotesPDF
Open Process
Remittances Tab Cash Check
P21 branch process reference document.
P21 BranchCashPDF
Open Process
Requisition Items
P21 branch process reference document.
P21 BranchPurchasingPDF
Open Process
Requisition Purchase Order
P21 branch process reference document.
P21 BranchPurchasingPDF
Open Process
Reverse PO Receipts
How to reverse purchase order receipts.
P21 BranchPurchasingPDF
Open Process
RMA Entry 2025
How to enter an RMA in P21.
P21 BranchRMAPDF
Open Process
RMA Receipts - Charge Account Customers
How to process RMA receipts.
P21 BranchRMAPDF
Open Process
Shipment Confirmation
How to complete shipment confirmation.
P21 BranchShippingPDF
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Special Characters to Avoid
P21 branch process reference document.
P21 BranchProcessPDF
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Transfer Cancel- Shipping Location
P21 branch process reference document.
P21 BranchTransfersPDF
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Transfer Receipt
How to receive transfers.
P21 BranchTransfersPDF
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Transfer Scan
How to scan transfers.
P21 BranchTransfersPDF
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Transfer Shipping
How to ship transfers.
P21 BranchTransfersPDF
Open Process
Transfer Ticket Scan
P21 branch process reference document.
P21 BranchTransfersPDF
Open Process
No matching process found. Try another search term.

Branch Centralized Purchasing

4 process links

Branch Purchasing Guidelines
Guidelines for branch purchasing expectations, centralized buying, and purchasing workflow.
PurchasingBranch PurchasingDOCX
Open Process
PO Generation - PORG for Sales Demand
Purchasing process reference.
PurchasingBranch PurchasingPDF
Open Process
PO Generation - PORG for Stock
Purchasing process reference.
PurchasingBranch PurchasingPDF
Open Process
PO Wizard from OE-Buyer
Purchasing process reference.
PurchasingBranch PurchasingPDF
Open Process
No matching process found. Try another search term.

Logistics Plus

Freight class, shipment tracking, density-based article numbers, and MyLP user guide.

Freight Class Reference LP
Freight class reference for Logistics Plus shipments.
Logistics PlusFreight ClassPDF
Open Process
Logistics Plus Shipments - Tracking - 2-1
How to track Logistics Plus shipments.
Logistics PlusTrackingPDF
Open Process
Purvis Article Numbers - Density Based
Density-based Purvis article number reference for Logistics Plus.
Logistics PlusArticle NumbersDOCX
Open Process
Purvis MyLP User Guide
User guide for Purvis MyLP and Logistics Plus workflow.
Logistics PlusMyLPPDF
Open Process
No matching process found. Try another search term.

Foresight Automation

Waiting for process links

Links coming next.

This page is ready for Foresight Automation documents once the SharePoint links are added.

KMEC

Waiting for process links

Links coming next.

This page is ready for KMEC documents once the SharePoint links are added.

Purvis Difference

Fundamentals & Weekly Branch Review

Company core values created by Bob Purvis. Use this section before, during, or after branch meetings to review the weekly fundamental and capture local notes.

01

This Week

Customers Come First

Answer the phone quickly and focus on what the customer on the other end needs your help with.

Branch discussion prompt will appear here.

Explore All 31 Fundamentals

Search the deck, filter by theme, and open any card for the full text, discussion prompt, local notes, and review tools.

Review Cycle

Fundamental Review Progress

0 of 31 reviewed this cycle.

Notes and reviewed marks are saved only on this computer and browser. Clearing cookies, site data, or browser storage may erase them. Use Export All Notes to Word if you want to keep a copy.
Customer

Customers Come First

Fundamental #01

Saved locally on this computer/browser only. Clearing cookies, site data, or browser storage may remove saved notes.