Money · Procurement & Purchasing
The other direction of money, with its own set of people.
Included from Professional upward.
Buying is run out of an inbox. The purchase order lives in a Word file, the bill in an attachment, and payables is whatever the accountant remembers.
What it does
Requisitions, POs, vendor bills and what is owed.
- 01
Requisition to purchase order
A request, an approval, and an order raised against it — with the approval on the record.
- 02
Vendor bills against orders
A bill matched to the order it belongs to, so what was ordered and what was invoiced can actually be compared.
- 03
Payables
What is owed, to whom, and by when — the mirror of receivables.
- 04
Vendors
One vendor record, reachable by a vendor's own portal account for their own orders and nothing else.
For example
A laptop, from request to payment
- 1Delivery raises a requisition for three developer laptops.
- 2It is approved, and a purchase order goes to the vendor with the approval on the record.
- 3The vendor's bill arrives and is matched to the order it belongs to — so ordered and invoiced can be compared.
- 4It lands in payables with a due date, the mirror of receivables.
- 5The vendor sees their own orders in the portal, and nothing about another supplier or about margin.
Buying and selling stop sharing a permission — opposite directions of money, and opposite lists of people.
How it runs
In, through, out
Somebody requests a purchase
It is approved and ordered
The bill arrives, is matched, and posts to the ledger
Buying and selling stop sharing a permission — opposite directions of money, opposite lists of people.
In the product
Actual screens, not mockups
It does not work alone
What Procurement & Purchasing is connected to
The point of one set of records is that these are not integrations. They read the same rows.