Module Set Up
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Intake to Procure: Managing Internal Demand and Purchase Decisions
This phase collects internal needs and supports decision-making before a purchase order is created. All documents involved prior to...
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Configure user permissions for Procurement
Assign Admin permissions Admins have full access to create, manage, and view all procurement processes. Steps: Go to Settings...
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Configure and manage purchase types
Overview Purchase types consist of two main configurations: Request form – contains the questions employees need to answer to...
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How to request a purchase - For employees
Select purchase request type To submit a purchase request: Go to My Spending in the sidebar Click the My...