Introduction Procurement Management How to manage a Procurement Request Back

How to manage a Procurement Request

To manage all requests

Go to the Procurements > Click on All Requests > Click on the of the particular request > Here you can manage the request. (Refer section 16.1) for the workflow.

view_list

After clicking of view icon you see this details page.procurement team can assign incharge, after assign incharge, incharge select spplier and supplier send quotation if supplier given login access

Notes: If you created a Procurement Request and selected 'Not Required' for Authority Approval, then step 5 will be skipped.

Step 1 : Click Assign In-charge and select incharge assin-incharge select-incharge Step 2 : Click Supplier and Select supplier if create supplier login to upload quotation? check box enable then supplier create credentials and send to supplier invitesupplier supplier_add

Select suppliers if user wants to add supplier
If user wants documents require from supplier
User also selects all suppliers
If supplier wants to own login then click create supplier login to upload Quotation
After filling form invite supplier and then change status waiting for quotation

Step3 : Update status Waiting for quotation after see supplier update quotation Option
update-Quotation Step4 : If supplier update button click then supplier can feel form Quotation-Update---ITM Step5 : Update status PAB Approval l after see bottom Approval Board of Member Pab Step6 : If all (PAB) Approve request accept then procurement team Incharge show Po Generated Option Top head

POT POU

Purchase in charge create purchases order

Step7 : If user want to Print they can print option top head this option show selected supplier and procurement team Print-PO

Step8 : After purchase order competed then change status Waiting for delivery user can show delivery tab delivery_tab

After showing delivery receipt user can add delivery receipts add_delivery

User can see delivery receipt listing page delivery_list

User can edit own records and also deleted record
Purchase in charge also add edit delete record own and behalf the user

Step9 : After Delivery Status a then change status Waiting for Invoice user can show Invoice tab inventory

After showing Invoice user can add Invoice receipts

inventory_tab

User can see Invoice receipt listing page

inventory_listing

User can edit own records and also deleted record
Purchase in charge also add edit delete record own and behalf the user

Step10 : All operation perform user can updated status closed and select final delivery date and process is completed closed

We are continuously improving our documentation to ensure it meets your needs. This document will be updated regularly, so please check back for the latest information. If you have any questions or encounter any issues, feel free to reach out to us at support@itassetmanagement.in.