Procurement Module Help
Use Procurement to manage requests, approvals, RFQs, quotations, purchase orders, receiving follow-up, and vendor performance.
Request-To-PO Lifecycle
- Create a request with item, quantity, department, need date, justification, and attachments.
- Route the request for approval according to your organization policy.
- Create an RFQ when vendor quotes are needed.
- Invite vendors and compare quotations by price, availability, delivery, terms, and quality signals.
- Create a purchase order from the approved choice.
- Track vendor acknowledgement, shipment, receiving, and matching against expected quantities.
Permissions Needed
Requesters, procurement officers, approvers, receivers, and finance users may see different actions. If you cannot approve, convert a quote, issue a PO, or receive goods, ask a tenant admin to review your role.
Common Mistakes
- Submitting vague item descriptions or missing required dates.
- Inviting vendors before the RFQ requirements are complete.
- Choosing a quotation based only on price while ignoring delivery and terms.
- Receiving goods without checking PO quantity, delivery note, and actual stock.
Related modules: Vendor Portal, Inventory, Warehouses, Finance/Reports, Workflows.
Support escalation
Open support guide
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