If the user wants the vendor to change any information, Instead of rejecting the vendor the user should ask the vendor to update the information in the vendor portal. Once the vendor updates the information, the same will be visible to the user in the vendor profile and vendor registration form.
Currently, the rejected vendor list is not available to the user in the system. If the user wants the vendor to change any information, Instead of rejecting the vendor the user should ask the vendor to update the information in the vendor portal. Once the vendor updates the information, the same will be visible to […]
How to create user in the payment moduel Log in to the payment (inbound) module Click on the hamburger icon just beside the site dropdown and select ‘Admin’ Click on the ‘Add New Employee’ button just above the employee summary table Fill out the mandatory details about the user for user creation and click on […]
Roles & Permissions List The Roles & Permissions list shows the list of roles that have been created in the system. Users can add a role and then further map users to it and provide appropriate permissions. Roles & Permissions recommended practice The eProcurement Portal is designed to loosely couple the specific permissions & the […]
Custom Types The system allows creation of the below types of custom types. These can be considered master values. Currency Item Category Unit of Measurement Tag 1. Currency – Custom currency can be defined in the system which will be shown to vendors while they are bidding. It will also be useful when the user […]
Analytics In addition to various tabular reports in the system, procurement offers 7 predefined configurable graphical reports. Each of these has their own options and filters, offering more control of how to review your data. Spend Analysis This report shows spend details based on vendors, items & buyers. Also, various options and filters are provided […]
Vendors All vendors are listed on this screen. Vendor registrations can also be initiated from this screen. Vendor List The list of vendors is displayed here. On clicking the Vendor id, Vendor Profile would open up in new tab. Vendor Profile 1. Vendor Profile – Vendors basic details will be displayed here. User can edit […]
Purchase Requisition Purchase Requisitions also called Indents or Purchase Requests, are the entry point to the procurement process. A PR can contain any count & mix of Items that have been added to the system. A PR can be generated by any user. Buyers will receive these PRs to begin the process of procurement. Users […]
Request for Quotations RFQs (also called Bid Requests or Tenders) is the heart of the procurement process. This is where maximum human errors and potential leakage occurs for most organizations. Buyers can view & search through RFQs raised in the system from this screen. Buyers can also create new RFQs from this screen. RFQ approvals […]
Items The portal generalizes Products, Services & Materials using the term “Items”. Interchange Items with your specific use case. User can find Items in this section. These products are mapped to respective material groups. Item listing Items are listed here in a tabular format. Actions that can be performed from this screen are listed below. […]
