Purchasing Workflow Overview

Purchasing workflow overview

The Purchasing module follows a clear workflow.

Typical workflow

1. A user creates a purchase request.
2. The request is submitted for approval.
3. The ship manager reviews the request.
4. Quotations can be requested from suppliers.
5. The preferred supplier is selected.
6. The request is converted into a purchase order.
7. The order is sent to the supplier.
8. Items are received and, when relevant, booked into inventory.
9. The order is completed and kept in history.

Each step is traceable.

Drafts and history

Requests and orders can start as drafts.

Completed items remain available in history so users can review what was requested, ordered and received.