User manual: Suppliers

Procurement

Set up ProcurementSwitch Procurement on and set the approval amounts, who approves, the invoice match tolerances, monthly budgets, payment terms and alerts.
Raise and approve a purchase requestAsk for the products your team needs, approve or reject requests in one or two steps, and turn approved requests into purchase orders.
Ask suppliers for quotesSend a request for quotes by link to up to eight suppliers, compare their prices side by side and order from the best quote.
Send a purchase order by linkSend a purchase order to a supplier as a private link; the supplier confirms, changes or declines it from a phone with no sign-in.
Receive goods and match the invoiceRecord a delivery note with damaged and short goods, then match the supplier's invoice with the order and the delivery and post it.
Handle invoices to checkDecide on supplier invoices that did not match the order or the delivery: accept them, dispute them, return them or match them again.
Check supplier ageing and scorecardsSee what you owe each supplier by days past due, and how each supplier performs on delivery time, fill rate, price and damage.

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