Purchasing — Overview

Applications › Purchasing

Overview

Purchasing provides a central entry point for procurement activities related to sales jobs and projects. Purchasing officers can use this area to initiate supplier-facing purchasing records and manage the layout used to review purchasing information.

The area supports procurement work that begins with an RFQ (request for quotation) or a direct purchase order. These records help teams manage purchasing commitments, including buyouts required to fulfil sales jobs and project requirements.

Purchasing users can also manage screen layouts and visible columns to present purchasing data in a format appropriate for their operational role.

What you can do here

• Select RFQ to create or access request-for-quotation purchasing work.
• Select Direct P.O. to create or access a direct purchase order without a preceding quotation process.
• Select Standard Layout to use the standard purchasing screen layout.
• Select Add Layout to create an additional purchasing screen layout.
• Select Save or Update Current to save layout changes or update the current layout.
• Select Delete Current or Delete to remove a layout.
• Select Columns Chooser to choose the purchasing columns displayed in the current layout.

Related pages

• Purchasing
• Purchasing — Learning Path