Purchasing and Stock,With Clear Approval Steps.
Connect requisitions, supplier quotations, purchase orders, receipts, invoice matching and stock transfers. Evaluate the controls and exceptions your purchasing, warehouse and finance teams need.
Procurement workflows to demonstrate
These capabilities are grounded in implemented services. Confirm your configuration, roles, documents, matching rules, integrations and reporting with an acceptance pack.
Purchase requisitions and approvals
Create and submit requisitions, review approval or rejection, and convert eligible approved requests into purchase orders with a selected supplier. Demonstrate the quantities, responsible roles, exceptions and remaining requirements using your purchasing policy.
RFQs and supplier quote comparison
Create RFQs from requisitions, record supplier quotations and compare offers by line. Award selection supports supplier, line-level and lowest-offer strategies. Review quantities, recorded lead times, missing quotes and the resulting purchasing records before accepting the configured process.
Purchase orders and goods receipts
Manage purchase orders and review received quantities through goods-receipt records and stock movements. Use a partial receipt, a rejected quantity and a correction to test the handoff between purchasing, the warehouse and finance. Confirm document rules, permissions and stock valuation with your team.
Three-way matching
Compare purchase-order, goods-receipt and purchase-invoice quantities and prices. The invoice-posting path supports configured match handling and override reasons. Demonstrate the selected enforcement mode, tolerances, unmatched lines and approval authority; a match result alone does not establish that every posting route is blocked.
Location transfers and stock records
Follow stock-transfer approval, shipment, receipt and posting across locations. Review a short receipt and correction, plus the resulting stock and accounting records. Demonstrate reservation, scanning devices, units, serial requirements and channel connections individually rather than assuming every warehouse process is configured.
Lot expiry and replenishment requirements
Review lot-expiry monitoring with in-app alerts and optional email, where the product and lot records require it. Replenishment calculations, automatic purchase-order creation, supplier portals, predictive demand forecasts and report definitions need separate acceptance evidence. A reorder-point field does not establish a complete automated buying process.
Review the workflows your team needs.
Confirm the modules, deployment, services, integrations and usage included in your proposal.
- Requisition submission, approval and rejection
- Approved requisition conversion to purchase orders
- RFQs, supplier quote recording and offer comparisons
- Purchase orders and goods-receipt stock movements
- Three-way match results and configured exception handling
- Stock-transfer approval through posting
- Lot-expiry monitoring and optional email alerts
- Planning, portals, integrations and services confirmed by proposal
Tailor this module to your business.
Your system is fully flexible. Tell us what you need — new fields, workflows, reports, custom logic — and our team builds it for you.
Bring a partial receipt and an invoice mismatch to the demo.
Follow the requisition, supplier offer, purchase order, receipt and invoice together. Review who can approve, correct or override exceptions, then agree reporting, integrations and implementation scope.