๐๏ธ Purchase Requisitions
A Purchase Requisition is used to officially record the need to purchase goods or services in the ProcureSwift system. It represents the first step of the procurement process and is subject to approval based on predefined rules.
๐๏ธ Quotations (RFQ)
After a Purchase Requisition with the RFQ procurement method is approved, a Request for Quotation (RFQ) is automatically created in the Quotations section.
๐๏ธ Requests for Proposals (RFP)
An RFP (Request for Proposal) is used for more complex purchases where not only the price is evaluated, but also the proposed solution, scope of services, delivery terms, and the supplierโs added value. The RFP process in ProcureSwift works very similarly to RFQ.
๐๏ธ Purchase Orders
Open the list of Purchase Orders
๐๏ธ Delivery Notes
Delivery Notes are used to confirm that goods or services from a Purchase Order have been delivered and received.
๐๏ธ Invoicing
How to upload and process an invoice
๐๏ธ Three-Way Match
Three-Way Match is used to compare three documents:
๐๏ธ Adding a New Supplier
The Suppliers section is used to manage suppliers the organization collaborates with. An administrator or an authorized user can invite suppliers to the system so they can submit invoices and communicate through the ProcureSwift platform.
๐๏ธ View Suppliers List
All suppliers that have been added to or invited into the system are clearly displayed in Suppliers โ View suppliers list.
๐๏ธ Contacts
The Contacts section is used to manage contact persons within the organization.
๐๏ธ Projects
The Projects section is used to manage projects within the organization. Projects represent specific initiatives, activities, or investments to which budgets, locations, and procurement requests can be assigned.
๐๏ธ Project Health Card
The Project Health Card feature is used to evaluate the overall health and status of a project. It provides a structured overview of key project areas, including: resourcing, budget, issues, benefits, schedule, risks
๐๏ธ Locations
The Locations section is used to manage individual organizational locations, such as branches, offices, or other organizational units. Locations are used when working with projects, budgets, and procurement processes.
๐๏ธ Reminders
This section is used to configure and manage invoicing reminders for suppliers. It allows you to define when and under what conditions suppliers should issue and submit invoices.
๐๏ธ Platform Users
This section is used to manage platform users.
๐๏ธ Approval of New Users (Admin)
Every new user registration must be approved by an administrator.
๐๏ธ Assigning a Role to a User
For a user to work fully in the system, an administrator must assign them a role.
๐๏ธ Tenant Settings
The Tenant settings section allows administrators to define user registration rules based on email domains. It enables administrators to specify which domains are allowed or blocked during user registration.