Purchase

Requests, RFQs, quotations, comparison, orders, receiving and supplier bills.

Procurement

6 screens: Material Requests, Purchase Requests, RFQs, Supplier Quotations, Quotation Comparison…

4 screens: Goods Receipt (GRN), Quality Inspection, Purchase Returns, Reorder Rules

5 screens: Supplier Bills, Bill Matching, Vendors, Vendor Pricing, Aged Payable

3 screens: Procurement Contracts, Blanket Purchase Orders, Framework Agreements

6 screens: Spend Analysis, Supplier Performance, Purchase Register, Open PO Report, Budget Consumption…

3 screens: Purchasing Preferences, Approval Rules, Procurement Budgets

1 screen: Purchase Automations

Step-by-step guides

Task-based walkthroughs for Purchase. Each one follows the real menus, in the order you would use them.

12 min

Request, compare quotes, order, receive and pay the supplier bill with three-way matching.

1
Raise a purchase request
Open Procurement → Procure to Pay → Purchase Requests and submit; approvers sign it off.
2
Ask for quotes
Create an RFQ from the approved request and send it to suppliers. Capture each answer as a Supplier Quotation.
3
Compare and order
Use Quotation Comparison to pick the winner, then Create Purchase Order. The order form opens pre-filled so you can adjust before saving.
4
Receive the goods
Open Receiving → Warehouse → Goods Receipt (GRN) against the order. Stock increases.
5
Match and pay the bill
Open Vendors → Supplier Bills and Bill Matching; the bill is matched to the order and receipt before it posts to Accounting.

7 min

Route purchases for approval and watch budget consumption.

1
Set approval rules
Open Configuration → Setup → Approval Rules and define who approves what, by amount.
2
Set budgets
Open Procurement Budgets and allocate amounts per department or project.
3
Buy
Requests and orders check against the rules and budget as they move.
4
Monitor
Open Reporting → Analytics → Budget Consumption and Spend Analysis.

6 min

Quality-check a delivery and return what fails.

1
Receive
Create the Goods Receipt (GRN) against the purchase order.
2
Inspect
Open Receiving → Quality Inspection and record pass or fail per line.
3
Return
Create a Purchase Return for rejects; stock and the payable adjust.
4
Learn
Supplier Performance reports each supplier’s on-time delivery rate over time.