Purchasing

Once the Work Package has been approved and moved to In Progress status, you can start managing procurement for that Work Package: plan deliveries, track statuses, send requests to suppliers, and record purchased materials and other resources. All of these actions are performed in the Purchasing tab.

In the Purchased column, enter the actual prices and quantities of purchased materials
Materials can be purchased in multiple entries, with different quantities and prices. Click + at the beginning of the row with the item name
You can change the procurement status for each item and each entry
If materials are being supplied according to the budget, hover over the row and click the arrow icon
This button fills in all uncompleted items according to the budget.
Select one or more items using the checkboxes and create a Request for Quotation
The chart provides a clear view of procurement status and the projected budget outcome
Unplanned purchases can be added in the Unplanned tab
For fully delivered items, click Close
Record information from receipts submitted by employees and subcontractors
Review Material Requisitions from the site
Switch to the unified sorted list to quickly find identical items
You can assign multiple buyers to a Work Package
  • In the Purchased column, enter the actual prices and quantities of purchased materials (1).
  • Materials can be purchased in multiple entries, with different quantities and prices. Click + at the beginning of the row with the item name (2).
  • You can change the procurement status for each item and each entry (3).
  • If materials are being supplied according to the budget, hover over the row and click the arrow icon (4).
  • This button (5) fills in all uncompleted items according to the budget.
  • Select one or more items using the checkboxes (6) and create a Request for Quotation.
  • The chart provides a clear view of procurement status and the projected budget outcome (7).
  • Unplanned purchases can be added in the Unplanned tab (8).
  • For fully delivered items, click Close (9).
  • Record information from receipts submitted by employees and subcontractors (10), and review Material Requisitions from the site (11).
  • Switch to the unified sorted list to quickly find identical items (12).
  • `, and each of them will see up-to-date procurement information (13).
Посмотрите видео «Работа с закупками»

Result: Procurement is coordinated, receipts and material requisitions are processed quickly, up-to-date information is available to all project participants, and the budget is used more efficiently.

< Subcontractor Work on Site Procurement Hub >