Follow purchasing setup, suppliers, requests, sourcing, contracts, orders, receiving, returns and Finance reconciliation through their exact source relationships.
Procure operators, Procure administrators, reviewers and managers
Procure follows a purchase from need through supplier selection, order, receiving and financial reconciliation. The same supplier can appear in many unrelated purchases. Follow exact request, order and receipt references rather than joining records by a familiar name.
Open lesson →A supplier profile identifies the business. Onboarding gathers required information. Qualification evaluates whether the supplier meets the stated conditions. Compliance records support particular requirements. Keep these outcomes separate before allowing a supplier into a purchase.
Open lesson →A purchase request should let another person understand what is needed, why, when and on what buying basis. Catalogue prices can help, but only when supplier, unit, currency, dates and parent status all match the requirement.
Open lesson →Sourcing collects comparable offers for an approved need. An award records the authorised selection; a contract records agreement terms and obligations. None is interchangeable with an issued purchase order or paid invoice.
Open lesson →An order should preserve the authorised source and commercial terms. Receiving then records what actually arrived or was performed, and acceptance decides whether it meets the agreed criteria. Keep approval, issue, delivery and inspection states distinct.
Open lesson →A purchase can be physically complete while money remains outstanding, or financially settled while a defect still needs follow-through. This chapter connects returns, bills, payments and supplier measures without losing the original source history.
Open lesson →Open Workroomly beside the lesson, build one connected motion, and leave the business running better than you found it.