Procurement

Eliminate repetitive data entry with reusable purchase requisition templates. Define template sections with pre-populated material lines, quantities, and specifications. Templates follow their own lifecycle — Draft, Active, Archived — so only validated, current templates are available for use.

When a crew member needs to order a standard set of spares, one click generates a fully populated requisition from the template. Edit quantities, add or remove lines as needed, and submit. Template usage is tracked so you know which templates drive the most procurement activity.

Stop guessing which vendor to choose. Five pre-built award scenario types — Manual, Lowest Price Per Line, Fastest Delivery Per Line, Best Value Per Line, and Lowest Total Single Vendor — analyze all quotations and recommend optimal allocation strategies in seconds.

Draft multiple scenarios side by side, compare line-level and vendor-level allocations, and select the winner with full transparency. Three-tier price competitiveness scoring — Best, Competitive, and High — flags outliers before you commit. Award status tracking shows Not Started, Partial, and Complete stages for every line.

Record received goods with an 8-state workflow — Draft, In Review, Approved, Rejected, Change Requested, Posted, Cancelled, and Reversed. Each receipt links to its purchase order for three-way matching between order, receipt, and invoice.

Line-level receipt tracking captures actual quantities, conditions, and discrepancies. Post receipts to update inventory automatically, or reverse posted receipts when goods are returned. The complete delivery event history — from shipment to warehouse — is always one click away.

A unified task dashboard aggregates every pending action across all procurement document types. Six task types — Approve Header, Complete Goods Receipt, Review Change Request, Review Quotation, Send to Vendor, and Submit to Approval — are organized into 10 smart views: All, Approvals, My Actions, Critical, Overdue, and filtered by document type.

Group tasks by document type, task type, priority, or date to focus on what matters most. Critical and overdue items surface automatically, so nothing slips through the cracks. Your purchasing team starts every day knowing exactly what needs attention.

Buy from global suppliers in their preferred currency. Embedded currency support with configurable exchange rates ensures every quotation, purchase order, and invoice is recorded in both the transaction currency and your base reporting currency.

Tax code configuration handles regional VAT, GST, and customs duty requirements. The system calculates totals including freight, insurance, packaging, discount, and tax — giving you a true landed cost for every line item.

Build custom dashboards with widgets tailored to your procurement priorities. Seven pre-built dashboard widgets — Process Overview, Status Counts, Vendor Spend, Overdue POs, Pending Receipts, Received Not Invoiced, and Draft/Pending Approval queues — give instant visibility into your purchasing pipeline.

Drill down from any dashboard metric to the underlying documents. See which purchase orders are overdue for delivery, which goods receipts are pending posting, and which requisitions are stuck in approval — all from a single screen.

Control exactly who can do what on every procurement document. Authorization rules define create, read, update, and transition permissions per document type, per role, and per procurement category. A purchasing agent in Hamburg sees different documents than a superintendent in Singapore.

Combined with the approval engine, authorization creates a complete governance framework: access control determines who can work with a document, approval rules determine who must sign off before it progresses. Both layers work together seamlessly.