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- E-procurement Portal
- Who it's for
- Multi-site procurement
Multi-site procurement
A buying organization with several sites needs a clear request owner and supplier identity for each purchase. The work starts with a named Buyer and ends with a request whose current state agrees with the decision, order and accepted quantities.
How E-procurement Portal is set up for you
Organization and supplier
Use the owning organization and team member to keep responsibility visible as work crosses offices.
Demand and offer
Record the required date and order reference on the request, then accepted quantities on its lines.
Decision and outcome
Put failed operations into the review queue so a site does not mistake an attempted award for a completed one.
A buying organization with several sites needs a clear request owner and supplier identity for each purchase. The work starts with a named Buyer and ends with a request whose current state agrees with the decision, order and accepted quantities.
Start with one buying organization, a small supplier set and a real request that needs review. Enter the organization, owner, counterparty, amount, budget code and required date. Put the requested quantities on the purchase lines. Have the Buyer explain the request to the Purchasing Approver using the record itself, then check the decision and its reason against the correct revision.
If the purchase is competed, create tender submissions beneath the request. Compare the offer amounts and evaluation scores, record the decision date and run award only for an approved tender. Read the operation receipt to confirm the outcome. Continue with the order reference and accepted quantities when the purchase is fulfilled. The Operations Overview helps the team find pending decisions and failed operations between handoffs.
Use an attachment for the supporting file and choose Internal or Shared visibility deliberately. Ask an Auditor to trace the request back through its decision, tender and receipt. This rehearsal reveals whether the chosen owners, supplier naming and evidence rules will work for the next purchasing cycle.
Features to start with
Roles on the team
- Buyer
- Prepare assigned operational records and execute eligible reviewed actions.
- App Administrator
- Maintain organization configuration and membership.
- Purchasing Approver
- Review eligible revisions independently and reconcile operational evidence.
- Auditor
- Read authorized evidence and reports.
- Tender Evaluator
- Assess submitted tender offers and record the decision used for award.
Set up E-procurement Portal your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.