User Guide › Procurement
Overview
Procurement supports the purchasing lifecycle for goods and services required by the business. Purchasing officers use this area to manage procurement records, material requisitions, and RFQs issued to suppliers.
The area brings together procurement-related records, including RFQs, Offers, and direct purchase orders. It helps teams organise supplier quotation activity and maintain the records required to progress purchasing requirements.
Procurement can also be used with project and warehouse requirements where materials need to be sourced for delivery, stock, or job execution.
What you can do here
- Select + RFQ to create a new RFQ for supplier pricing or terms.
- Open Tickets to work with procurement tickets.
- Select RFQ to access RFQ-related procurement records.
- Select Direct P.O. to create a direct purchase order.
- Use All, RFQs, and Offers to view the relevant procurement record group.
- Select Save to save changes to a procurement record.
- Select Save and Close to save the record and return to the previous view.
- Select Select to choose a relevant procurement item or record.
- Select Send RFQ To Sub-supplier to send an RFQ to a sub-supplier.
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