ProcurementFlow

Getting Started - Receiving

User Instructions for Receiving Modal

There are three Goods Status Options:

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1) Goods Received:

Description: This option allows the user to mark all items in the purchase order as received.
Steps:
1. Check the "Goods Received" checkbox.
2. Choose to either:
  - Save Status: This will update the status of all items to "Received."
  - Continue to Invoice: This will mark all rows as "Received" and proceed to the invoicing step.
3. Alternatively, dragging the card to "Invoice" in Kanban will have the same effectt

2) Goods Received Partially:

Description: This option allows the user to mark only a portion of the items as received.
Steps:
1. Check the "Goods Received Partially" checkbox.
2. Enter the received quantity for each item.
3. Choose to either:
  - Save Status: This will update the status of the items according to the received quantities.
  - Continue to Invoice: This will split the order based on the quantities entered and mark the items as partially received.

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3) PO Cancelled:

Description: This option allows the user to cancel the purchase order.
Steps:
1. Check the "PO Cancelled" checkbox.
2. Confirm the cancellation in the pop-up confirmation dialog.
3. The system will update the status of the purchase order to "Cancelled."

Help Center

Quick Videos

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1. Getting Requests in

Learn how to collect request in one place. Getting your request from email will make your procurement more streamlined.

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2. Assigning Work on your remote team

Learn how to assign Purchase Requests among your teammates for an effective work distribution.

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3. Getting Approvals

Tired of waiting for a pending approval requests? Learn how ProcurementFlow solve this problem for you.

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4. Doing fast RFI Strategic Sourcing

Learn how to implement strategic sourcing through effective RFI processes.

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5. Issuing PO

Are you overwhelmed by the number of PO's you have to issue? Issuing PO with ProcurementFlow is as easy as ABC.

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6. Receiving

ProcurementFlow provides you with crucial information such as invoice number, 3-Way match, and invoice status.

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7. Invoice

ProcurementFlow provides you with crucial information such as invoice number, 3-Way match, and invoice status.

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8. Procurement Bird'd eye view

ProcurementFlow provides you with necessary tools in order to take a full control over your procurement.

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9. Send PR via Requester Portal

On ProcurementFlow, requesters can, now, send request from Requester Portal without having to go through many hoops to submit their requests.

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Getting Started - Receiving

User Instructions for Receiving Modal

There are three Goods Status Options:

Help Center

Quick Videos

Getting Started - Receiving

Getting Started - How suppliers can submit offers

API documentation

Getting Started - How suppliers can upload prices with excel import

Video: 30 minute walkthrough

Video: eSourcing 3 minute overview

Getting Started - How to forward incoming email to ProcurementFlow

Getting Started - How to add a new supplier contact person

Getting Started - How to add/edit a new supplier

Getting Stated - How to add/edit a new user

Getting Started - How to edit My Info

Getting Started - Filling out company details

How to create a Purchase Request

How to initiate/manage Approval Workflow

How to add items on a purchase request

How to assign purchase requests to your teammates

How to utilize the filtering option

How to send RFI/RFQ/RFP to multiple suppliers

How to utilize Collaboration Feed

How to issue PO

How to track your goods in Receiving

How to manage invoices

How to create PR from Excel (Bill of Materials - BOM)

How to import Suppliers to ProcurementFlow SRM

How to start an eSourcing event

How to change language settings in ProcurementFlow with Google Translate Chrome Extension

Getting started videos

Product

Solutions

Info