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· 2 min read· Materials· Finance
Materials: requisition → RFQ → order → receipt → vendor bill
The buy-side chain in one continuous path — raise need, compete vendors, order, receive, and bill without dropping context between steps.
ForBuyers, store keepers, and AP who close the purchase cycle together.
NewImprovement
In this release
- Purchase requisitions that convert into orders
- RFQs with invitations and response comparison
- Goods receipt tied to ordered quantities
- Vendor bills and line detail for AP
- Partner bank/terms where the decision needs them
Buying for a live operation is a chain: need → quote → order → receipt → bill. Drop context anywhere and someone re-types quantities, loses the winning quote, or bills a different story than the warehouse just received. Materials now carries that chain as one continuous path.
Requisitions and orders
- Raise purchase requisitions with the fields buyers actually fill in.
- Convert requisitions into purchase orders without rebuilding the lines from scratch.
- Carry relationships and detail fields that procurement needs after the first click — not only on create.
RFQs
- Run RFQs and invite vendors into a structured response, not an email thread.
- Compare responses before you commit so the winning quote is the one that becomes the order.
- Keep invitation and response state visible so follow-ups are intentional.
Goods receipt and vendor bills
- Receive goods against the order and keep quantities tied to what was promised.
- Capture vendor bills and line detail so AP sees the same story procurement just closed.
- Manage partner bank and terms data where the purchase decision needs them — not buried in a CRM note.
Import paths exist for requisitions and orders when a site is bringing history in. Prefer structured import over spreadsheet paste so validation catches bad units and missing vendors early.
Related in these modules