Procurement

The Procurement module manages the end-to-end purchasing process, from internal purchase requests through supplier ordering to goods delivery and stock updates. It provides a structured workflow that ensures proper authorization, tracks spending, and maintains a clear audit trail.

Key Features

• Purchase Requisitions — Create internal requests for goods, submit them for approval, and track their progress through the authorization process.
• Purchase Orders — Convert approved requisitions into formal purchase orders, manage multi-level approval workflows, and track order status from creation through delivery.
• Goods Receipts — Record deliveries against purchase orders, inspect received goods (accept or reject), and automatically update stock levels upon completion.

Procurement Workflow

The typical procurement workflow follows these steps:

1. A team member creates a purchase requisition listing the items needed, with quantities and estimated costs.
2. The requisition is submitted for approval. Depending on your organization’s configuration, one or more approvers review and authorize the request.
3. Once approved, the requisition is converted into one or more purchase orders (grouped by supplier).
4. The purchase order goes through its own approval workflow, then is sent to the supplier for confirmation.
5. When goods arrive, a goods receipt is created against the purchase order. Each item is inspected and marked as accepted or rejected.
6. Upon completing the goods receipt, stock levels are automatically updated to reflect the new inventory.

Navigation

You can access the Procurement module from the sidebar:

• Requisitions — View and manage purchase requisitions
• Purchase Orders — View and manage purchase orders, including lines, approvals, and delivery tracking
• Goods Receipts — Record and manage goods deliveries