Procurement
Full documentation for this module is coming soon. The content below outlines what the Procurement module covers.
XBuddy Procurement manages the full procure-to-pay cycle — from purchase request to vendor selection, purchase order to goods receipt — with approval workflows at every stage.
Key Features
- Purchase request creation and approval workflow
- Vendor management with contact details and performance history
- Request for Quotation (RFQ) with multi-vendor comparison
- Purchase order creation and PDF generation
- Goods receiving and three-way matching (PO, receipt, bill)
- Vendor performance scoring based on delivery and quality
- Integration with Inventory (stock updates on receipt) and Finance (supplier bills)
📸
[Screenshot: Procurement — Purchase Order List & Approval Status]
Placeholder — will be replaced with actual screenshot
▶
[Video: Procurement — Creating Purchase Orders & Receiving Goods]
Watch on YouTube → @XBuddy (placeholder)
Getting Started
- Add your vendors with contact details and payment terms
- Create a purchase request and submit it for approval
- Convert the approved request to a Purchase Order
- Send the PO to your vendor and record the goods receipt
- Match the supplier bill to the PO and receipt for payment