How to get started with Procurement?

 

The procurement module deals with booking management, supplier payment status tracking, generating booking vouchers, and cancellation status, etc.

  1. By default, the quotation created or being created will not appear in the procurement section.
  2. A User needs to go to quotation details, then open the settings tab (first tab by default after opening), and then select the "Procurement Manager".  See the below image for reference.
  3. Once the procurement manager has been selected (assigned), the quotation will appear in the procurement section.

 

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