Overview - Purchase

Overview - Purchase

Purchase module streamlines the procurement of required assets and components. It is tightly integrated with Inventory Management. You can configure vendor-related information, products supplied by vendors, and their price quotes in AssetExplorer. This information helps in choosing the right vendor while generating the purchase order (PO).The purchase process starts with a purchase request and is completed when the requested component or item has been purchased and reaches the requester of the purchase request.


 
You can manage purchase orders and purchase request from the Purchase tab. In the Purchase tab, the application window is displayed as two sections:
  1. Side Bar - Displays a summary list of purchase requests. You can also create, filter, search, and combine similar purchase requests from the side bar.
  2. Canvas - Purchase orders created in AssetExplorer are displayed here. You can perform various actions related to the purchase orders from the canvas.


Purchase Workflow

The general overview of the Purchase Workflow can be seen by clicking the  icon on the page header in the Purchase tab.

The purchase workflow is a dynamic representation that you can modify. Requests can be created, submitted for approval, rejected, approved, or closed from this workflow by clicking on the respective icons.