Who raises demand, approves it, receives goods and measures supplier service.
| Role | Purchase Demand | Review Queue | Commitments and Receipts | Service Snapshots | Supplier Performance | Activity and Evidence |
|---|---|---|---|---|---|---|
| Buyer | Edit | View | Edit | View | Edit | Edit |
| Procurement Approver | Approve | Edit | Approve | Approve | View | View |
| Receiving Clerk | Edit | — | Edit | — | Edit | — |
| Supply Chain Analyst | View | View | View | Edit | View | Edit |
| Admin | View | Edit | View | Edit | Edit | Edit |
Raises purchase requests with lines, budget codes and supplier, submits them for review and issues approved commitments.
Starts on: Draft Requests
Independently approves, returns or rejects submitted requests and locks reviewed service snapshots.
Starts on: Requests Awaiting Approval
Records accepted quantities and acceptance times on purchase lines and matches supplier invoice references.
Starts on: Open Orders
Prepares fill rate service snapshots, reviews supplier performance and resolves operation exceptions.
Starts on: Service Snapshots Awaiting Lock
Maintains organizations, suppliers, team members and access without approving demand.
Start free, then use Proto to change fields, steps and approvals before your team goes live.