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The Procurement module manages everything on the buying side of your business — from raising a requisition to issuing a purchase order, receiving goods, and recording the vendor bill in Finance.

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What Procurement owns

  • Purchase orders — formal orders issued to suppliers
  • Suppliers — the master supplier directory
  • Requisitions — internal purchase requests pending approval
  • Requests for quote (RFQs) — competitive quote requests sent to multiple suppliers

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Data flows out of Procurement to

ModuleWhat it sends
InventoryStock receipts on delivery
FinanceVendor bills

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Data flows into Procurement from

ModuleWhat it sends
ProjectsProject purchase orders
MaintenanceParts orders

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Common tasks

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Add a supplier

1

Open Procurement → Suppliers → New Supplier

2

Enter supplier details

Fill in company name, primary contact, email, and address.
3

Set payment terms

Choose the default payment terms for this supplier (e.g. Net 30). These will pre-fill on every PO raised for them.
4

Save

The supplier is now available when creating purchase orders and RFQs.

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Raise a purchase order

1

Open Procurement → Purchase Orders → New PO

2

Select the supplier

3

Add line items

Add the items you are ordering, quantities, and agreed unit prices.
4

Link to a project (optional)

If this PO is for a specific project, link it here so costs are tracked against the project budget.
5

Send to supplier

Click Send PO. The supplier receives the order by email and the PO status changes to Sent.

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Receive goods and record the vendor bill

1

Open the purchase order when goods arrive

2

Click Receive Goods

Confirm the quantities received. Stock is automatically added to Inventory.
3

Record the vendor bill

Click Create Vendor Bill. The bill is pre-filled from the PO and appears in Finance → Vendor Bills for payment.

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Key features

Purchase orders — Create from approved requisitions or directly. Track status from draft through to received and billed. Supplier management — Central directory with contacts, payment terms, and full purchase history per supplier. Requisitions — Internal purchase requests that require manager approval before a PO is issued. RFQs — Send quote requests to multiple suppliers simultaneously. Compare responses and convert the winning quote to a PO.