> ## Documentation Index
> Fetch the complete documentation index at: https://betterdatainc.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Procurement

> Manage requisitions and purchase orders

# Procurement

Manage the procurement process from requisitions to purchase orders to receiving inventory.

## Overview

Procurement includes:

* **Requisitions**: Create and manage requisition orders
* **Purchase Orders**: Create and manage purchase orders
* **Supplier Management**: Manage supplier relationships
* **Receiving**: Receive inventory from purchase orders

## Requisitions

Requisitions are internal requests for inventory that can be converted to purchase orders.

### Creating Requisitions

1. Navigate to **Execute** → **Procurement** → **Requisitions**
2. Click **Create Requisition**
3. Add line items (product, quantity, location)
4. Submit for approval (if required)

### Managing Requisitions

* **View Requisitions**: View all requisitions
* **Approve/Reject**: Approve or reject requisitions
* **Convert to PO**: Convert approved requisitions to purchase orders
* **Track Status**: Track requisition status

## Purchase Orders

Purchase orders are orders placed with suppliers to procure inventory.

### Creating Purchase Orders

1. Navigate to **Execute** → **Procurement** → **Purchase Orders**
2. Click **Create Purchase Order**
3. Select supplier
4. Add line items (product, quantity, price, location)
5. Set expected delivery date
6. Submit purchase order

### Managing Purchase Orders

* **View Purchase Orders**: View all purchase orders
* **Track Status**: Track purchase order status (open, partially received, received)
* **Receive Inventory**: Receive inventory against purchase orders
* **Update Status**: Update purchase order status

## Supplier Management

Manage supplier relationships:

* **Supplier Information**: View supplier details
* **Supplier Performance**: Track supplier performance
* **Supplier Contacts**: Manage supplier contacts
* **Supplier Terms**: View payment terms and conditions

## Receiving

Receive inventory from purchase orders:

1. Navigate to **Execute** → **Receiving**
2. Select purchase order
3. Enter received quantities
4. Confirm receipt
5. Inventory is updated automatically

## Common Workflows

### Creating a Purchase Order from Planning

1. Review recommendations in **Decide** → **Planning Recommendations**
2. Approve recommendations
3. Navigate to **Execute** → **Procurement** → **Purchase Orders**
4. Create purchase order from recommendation
5. Select supplier and set delivery date
6. Submit purchase order

### Receiving Inventory

1. Navigate to **Execute** → **Receiving**
2. Select purchase order to receive
3. Enter received quantities
4. Confirm receipt
5. Inventory is updated in **Sense** → **Browse Inventory**

### Managing Requisitions

1. Navigate to **Execute** → **Procurement** → **Requisitions**
2. Create requisition for needed inventory
3. Submit for approval
4. Once approved, convert to purchase order
5. Place order with supplier

***

## Related Pages

* [Planning Recommendations](/decide/planning-recommendations)
* [Receiving](/execute/receiving)
* [On-Order](/sense/on-order)

***

## Permissions & Roles

<Tip>
  Creating purchase orders requires `purchaseorders.write` permission. Viewing purchase orders requires `purchaseorders.read` permission. Receiving inventory requires `inventory.receive` permission.
</Tip>