Modules
Procurement
Purchase requests, purchase orders, and supplier management.
Requires modules: None
The catalog lists this module as Beta. Confirm with your team before you rely on it for critical work.
Before you begin
- List pilot suppliers and internal requesters.
- Define spending thresholds that trigger extra approvers in your policy.
- Agree whether purchase orders are required before goods arrive.
Setup steps
- Open Procurement.
- Register supplier records for the pilot.
- Walk through a sample purchase request through the steps your company uses.
- Assign buyer and approver roles to a small group.
Day-to-day use
- Track open purchase requests and orders assigned to you.
- Update supplier contact details when vendors change.
- Escalate blocked approvals according to your internal policy.
Limitations and important notes
- The catalog marks this module as Beta. Review advanced workflows carefully before critical use.
- This guide does not state tax, payroll, or legal outcomes—your administrators and official sources define those.
- Screenshots come from a non-production example environment with synthetic data.
- On-screen permissions may differ from your company's final role design.
Example screens
