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Purchasing and finance teams

Procurement user manual

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

Akwaaba Demo Company procurement dashboard with requisitions, approvals, purchase orders, and receipts
The Procurement workspace. Screen contents vary by permissions and configuration.
17 articles

Workflows and guidance

  1. 01 Getting Started The Procurement module manages the purchasing cycle for your business: supplier records, requisitions, RFQs, purchase orders, goods receipts, landed costs, supplier invoices, match...
  2. 02 Suppliers Suppliers are the foundation of procurement. Purchase orders, RFQs, agreements, invoices, WHT treatment, and payment instructions all link to supplier records. Creating a Supplier...
  3. 03 Requisitions Requisitions are controlled requests to source goods or services. They cover internal requirements raised for a department and external customer demand raised for a Company or Indi...
  4. 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, or...
  5. 05 Supplier Portal The 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...
  6. 06 Purchase Orders Purchase 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...
  7. 07 Goods Receipts Goods 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...
  8. 08 Landed Costs Landed 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...
  9. 09 Supplier Invoices & Matching Supplier 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. 10 Purchase Agreements Purchase agreements define longer-term pricing, quantities, and spending ceilings with a supplier. Workflow Creating an Agreement Go to Agreements -> Create. Select supplier, title...
  11. 11 PO Change Orders Change 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. 12 Approval Workflows Approvals control spend before commitment or change. How Approvals Work A requisition, RFQ supplier award, PO, or change order is submitted. SikaBooks finds the matching approval p...
  13. 13 Analytics & Reports Analytics Open Procurement -> Analytics for the manager control tower. It separates historical performance from work that needs attention now. Choose MTD, QTD, Fiscal YTD, Rolling...
  14. 14 Settings & Configuration Open Procurement -> Settings to configure module behavior. Receiving Controls Setting Description Require Supplier Invoice Number Enforce supplier invoice reference on receipt/invo...
  15. 15 Feature Flags Feature Flags control which advanced Procurement surfaces are available. Disabled features hide their routes and menu items. Feature Description Requisitions Employee purchase requ...
  16. 16 Permissions Access is controlled through Core permissions and role templates. Permission Capability procurement.suppliers.view / create / edit / block Supplier registry and blocking procuremen...
  17. 17 Integration with Other Modules and Troubleshooting Inventory 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...