Professional
Budgets (Professional)
1. Budgets: In budgets, the user will be able to set up budgets and assign workspaces to them. Here, they can set limits for each workspace and see expenditures. To access the budgets module, click on on the left side panel 1.1 Create Budget: Since ...
Approvals (Professional)
1. Request To payments (With approval layers): This section will assume completion of previous sections as it is necessary to have a vendor, a product and a workspace. This section will cover the following: Modules: Requests Approval E-source (RFQ) ...
Payments (Professional)
In the Payments module, the payment process can be done as well as processing of bills. To access Payments, click on in the left panel Click on the partial bill required to complete the payment for, which are highlighted in purple. Click on the ...
Bills (Professional)
In the Bills module, the user will be able to review and submit bills for the goods received to be paid in the payment module. To access the Bills module, click on Bills in the left panel. Now click on the pending bill, highlighted in purple In the ...
GRN (Professional)
In GRN (Goods Received Note), the user is able to confirm the deliveries of products and goods. To access GRN module, click on on the left side panel Click on the most recent Order pending to access the GRN for the recently created Order In this ...
Orders (Professional)
1. Orders: In the orders module, the user will be able to place orders that are received via RFQ modules. To access the Orders module, click on Orders in the left side panel. A list of completed and pending orders will be displayed as shown: To begin ...
E-source (Professional)
E-source (RFQ): Once a request has been submitted and approved, it will move to the E-source module, In E-source we are able to send RFQs (Request for Quotation) to all the registered vendors, once the quotations has been received, the offer can be ...
Requests (Professional)
1. Requests (Without Approval): This section will assume completion of previous sections as it is necessary to have a vendor, a product and a workspace. This section will cover the following: Modules: Requests. E-source (RFQ). Vendor Quotations ...