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- E-procurement Portal
- Who it's for
- Public buying teams
Public buying teams
A public buying team can use a purchase request to keep the need, amount, budget code and required date together before evaluating tender offers. 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
Separate the buying organization from its suppliers, and make sure each supplier record has a stable code and eligibility note.
Demand and offer
Use tender numbers and evaluation scores consistently so a reviewer can compare offers under the same request.
Decision and outcome
Review decisions should name the person, reason and revision considered before award.
A public buying team can use a purchase request to keep the need, amount, budget code and required date together before evaluating tender offers. 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.