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Procurement module

The Procurement module manages the buying process from internal requisition to formal purchase order.

Flow​

Requisition → RFQ (Request for Quotation) → Evaluation → Purchase Order (PO)

Requisitions​

Create an internal requisition to request materials or services. Fill in description, required date, and line items (quantity, unit, description).

Requisition statuses: draft → submitted → approved / rejected​

RFQs​

From an approved requisition, generate a Request for Quotation and send it to vendors. Record vendor responses with unit prices for side-by-side comparison.

Purchase Orders (PO)​

From a selected quotation, generate a Purchase Order:

  1. Click Generate PO.
  2. Review vendor, delivery date, payment terms, and line items.
  3. Change status to issued when sent to vendor.

PO statuses: draft → issued → partially_received → received → closed​

Receiving materials​

Open the PO and click Record receipt. Enter quantities received per line. The PO status updates automatically.

Export purchasing report​

Click Export in the Topbar to generate an Excel report of all project POs.