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Purchasing and finance teams

Procurement user manual

Requisitions, RFQs, suppliers, purchase orders, receipts, and matching.

Procurement workspace in SikaBooks — The Procurement workspace. Screen contents vary by permissions and configuration.

17 articles

Workflows and guidance

01 Getting StartedThe Procurement module manages the purchasing cycle for your business: supplier records, requisitions, RFQs, purchase orders, goods receipts, landed costs, supplier invoices, match... 02 SuppliersSuppliers are the foundation of procurement. Purchase orders, RFQs, agreements, invoices, WHT treatment, and payment instructions all link to supplier records. Creating a Supplier... 03 RequisitionsRequisitions are internal purchase requests. They help departments request goods or services before the buyer starts sourcing. Workflow Creating a Requisition Go to Requisitions -&... 04 Request for Quotes (RFQ)RFQs help buyers request competitive supplier pricing before a purchasing commitment. Workflow Creating and Opening an RFQ Go to RFQs -> Create. Select an approved requisition,... 05 Supplier PortalThe Supplier Portal lets suppliers respond to RFQs without a SikaBooks user account. How It Works Inviting a supplier generates a secure portal token. The supplier opens the portal... 06 Purchase OrdersPurchase orders are the formal purchasing commitment to a supplier. Workflow Creating a Purchase Order POs can be created: directly by a buyer from an awarded RFQ from a purchase a... 07 Goods ReceiptsGoods receipts record what was physically received against a purchase order. Recording a Receipt Open the approved or sent PO and click Receive Goods. Enter receipt date and option... 08 Landed CostsLanded Costs capture extra costs required to bring purchased goods into stock, such as shipping, duty, handling, inspection, insurance, or other import costs. Creating a Landed Cos... 09 Supplier Invoices & MatchingSupplier invoices record what the supplier billed. Matching compares the invoice against the PO and, when configured, the goods receipt. Creating a Supplier Invoice Go to Supplier... 10 Purchase AgreementsPurchase agreements define longer-term pricing, quantities, and spending ceilings with a supplier. Workflow Creating an Agreement Go to Agreements -> Create. Select supplier, ti... 11 PO Change OrdersChange orders provide controlled edits to an existing PO after approval or sending. When to Use Use a change order to: add a new PO line update quantity or price remove a line that... 12 Approval WorkflowsApprovals control spend before commitment or change. How Approvals Work A requisition, PO, or change order is submitted. SikaBooks finds the matching approval policy. The policy ro... 13 Analytics & ReportsAnalytics The analytics workspace provides period-based insights: spend analysis by selected period supplier performance backlog and overdue procurement work pending approvals and... 14 Settings & ConfigurationOpen Procurement -> Settings to configure module behavior. Receiving Controls Setting Description Require Supplier Invoice Number Enforce supplier invoice reference on receipt/i... 15 Feature FlagsFeature Flags control which advanced Procurement surfaces are available. Disabled features hide their routes and menu items. Feature Description Requisitions Employee purchase requ... 16 PermissionsAccess is controlled through Core permissions and role templates. Permission Capability procurement.suppliers.view / create / edit / block Supplier registry and blocking procuremen... 17 Integration with Other Modules and TroubleshootingInventory Integration When Inventory is enabled: products can be selected on requisitions, POs, and invoices goods receipts update stock at the selected location batch and serial t...