Purchasing Module

What is the Purchasing Module? This book is a user manual for the Purchasing module. It explains...

Roles and responsibilities This page gives an example of how Purchasing responsibilities can be d...

Purchasing workflow overview The Purchasing module follows a clear workflow. Typical workflow A ...

Creating a Purchase Request A purchase request is used when something needs to be purchased. Purc...

Submitting and approval Submitting a purchase request sends it into the approval flow. Submitting...

Quotations and supplier selection Quotations help compare supplier offers before ordering. Reques...

Wishlist The Wishlist is used for items that may become a purchase request later. Use it when you...

Creating Purchase Orders A purchase order is the formal order sent to a supplier. Purchase orders...

Sending orders to suppliers Send the order when it is ready for the supplier. Sending an order Op...

Budgets Budgets are used to track purchasing spend against yearly budget codes. Use budgets to: ...

Budget Allocation Budget allocation is used to enter the planned budget amount for each budget co...