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Procurement

Procurement is where you order products from vendors and bring them into inventory.

Tabs overview​

TabPurpose
OrdersCreate and track purchase orders
ImportBulk upload products or PO lines
ReplenishAuto-generate POs from low stock

Orders tab​

Creating a purchase order​

  1. Click Create PO
  2. Select vendor
  3. Add items (SKU, quantity, cost)
  4. Set expected delivery date
  5. Save

Order statuses​

StatusMeaning
DraftNot yet sent
SubmittedSent to vendor
PartialSome items received
CompleteAll items received
CancelledOrder cancelled

Receiving items​

  1. Open the purchase order
  2. Enter quantities received per line
  3. Save (partial receipts allowed)

Import tab​

Bulk upload products or PO data:

  1. Click Import
  2. Upload CSV file
  3. Map columns to fields
  4. Review and confirm
  5. Items added to catalog and/or POs created

Replenish tab​

Auto-generate POs based on stock levels:

  1. Open Replenish tab
  2. Review suggested items (based on min/reorder levels)
  3. Adjust quantities and vendors
  4. Click Generate POs

Tips​

  • Keep vendor item details (supplier SKU, lead time) accurate
  • Use Replenish weekly to prevent stockouts
  • Verify costs before receiving to catch pricing errors

What's next​