Workflows & examples

Standard purchase

1. Raise a requisition and route it for approval.
2. Issue an RFQ or convert directly to a Purchase Order.
3. Receive goods (GRN in Inventory) against the PO.
4. Run 3-way match on the vendor bill, then approve for payment.

Handling a short delivery

1. Confirm the received quantity on the GRN.
2. 3-way match flags the shortfall against the bill.
3. Raise a Debit Note for the undelivered value, or a Vendor Return for rejected goods.

Onboarding a new vendor

1. Create the vendor record and add a Price List.
2. Attach any Vendor Contract and set category Preferences.
3. Begin issuing POs; the Scorecard accrues performance over time.