Procurement¶

The Procurement module supports supplier and purchasing workflows.

Visual guide¶

Purchase order screen

Purchase order layout

The top section holds the vendor and classification fields. The summary panel appears on the right. The item grid sits below the tabs.

What to notice in this screen

The vendor, date, and approval fields stay near the top. The summary panel shows totals before you scroll. The tab row groups item, communication, contact, and billing details.

Vendor bill screen

Bill entry

Enter bill follows the same pattern. Keep the vendor, date, and receipt reference aligned with the purchase order.

What changes on the bill screen

The bill uses the same header style as purchase order. The receipt reference helps match the goods received step. Landed cost and account lines appear when they are part of the purchase.

Before you start¶

Confirm the vendor record exists.
Confirm items, units, and taxes are ready.
Confirm the buyer or procurement role has access.
Confirm the company setup for location, department, and currency.

Main routes in the app¶

Route	Purpose
`supplier-quotation`	Capture a supplier quotation
`purchase`	Create and manage purchase orders
`enterbill`	Enter vendor bills
`vendor-credit`	Record vendor credit notes

Supplier quotation¶

The current supplier quotation screen uses a purchase-order style form. The frontend form collects these fields:

Field	Meaning
`vendor_id`	Vendor
`date`	Quotation date
`vendor_bill`	Vendor bill reference
`memo`	Notes
`approval_status`	Approval status
`next_approver`	Next approver
`term`	Payment terms
`location_id`	Location
`department_id`	Department
`po_type`	Purchase type
`job_card_id` / `job_card_no`	Job card references
`currency_id` / `exchange_rate`	Currency handling
`subsidiary_id`	Subsidiary
`project_id`	Project
`order_details`	Line items
`lc_details`	LC details
`user_note_details`	Notes
`file_details`	Attachments
`relationship_details`	Related contacts

Purchase order¶

The purchase order DTO includes:

Field	Meaning
`order_number`	Purchase order number
`vendor_name`	Vendor name
`date`	Order date
`due_date`	Due date
`memo`	Notes
`vendor_bill`	Vendor bill reference
`term_name`	Payment terms
`incoterm_name`	Incoterm
`currency_name` / `exchange_rate`	Currency handling
`department_name` / `location_name` / `project_name` / `class_name`	Segmentation
`approval_status_name`	Approval state
`po_type`	Purchase order type
`procurement_person`	Buyer name
`received_date`	Goods received date
`vendor_price_ref`	Vendor price reference
`order_details`	Item lines
`account_details`	Account lines

Item receipt¶

The item receipt DTO includes:

Field	Meaning
`receipt_no`	Receipt number
`vendor_name`	Vendor name
`date`	Receipt date
`reference_from`	Source document
`location_name`	Warehouse or location
`source_location`	Source location reference
`project_name`	Project
`department_name`	Department
`class_name`	Class
`transport` / `transport_amount`	Freight and transport
`truck_no` / `driver_name`	Logistics details
`pp_number` / `pp_date`	Document references
`lc` / `ci_number`	Import or customs references
`approval_status_type`	Approval state
`recipient_details`	Received items
`landed_cost_details`	Landed cost allocation

Enter bill¶

The enter bill DTO includes:

Field	Meaning
`bill_no`	Bill number
`vendor_name`	Vendor name
`date`	Bill date
`vendor_bill_date`	Vendor invoice date
`due_date`	Payment due date
`memo`	Notes
`project_name`	Project
`location_name`	Location
`department_name`	Department
`currency_name` / `exchange_rate`	Currency handling
`procurement_type`	Procurement type
`requisition_type`	Requisition type
`reference_receipt`	Linked receipt reference
`pragyapan_patra_no`	Import or customs reference
`incoterm_name`	Incoterm
`is_imported` / `is_capitalized`	Special purchase flags
`purpose`	Purchase purpose
`is_payment_hold`	Payment hold flag
`details`	Item lines
`account_details`	Account lines
`landed_cost_details`	Landed cost allocation

Vendor credit¶

The vendor credit DTO includes:

Field	Meaning
`credit_no`	Credit note number
`vendor_name`	Vendor name
`date`	Credit date
`bill_number`	Linked bill number
`bill_date`	Bill date
`ledger_name`	Ledger link
`location_name`	Location
`class_name` / `department_name` / `project_name`	Segmentation
`is_imported` / `is_capitalized`	Purchase context flags
`details`	Item details
`account_details`	Account details

Detailed pages¶

Example procurement flow¶

Create a supplier quotation if needed.
Issue a purchase order.
Receive the goods.
Enter the vendor bill.
Record a vendor credit if needed.
Review vendor outstanding reports.

Practical note¶

Procurement records also store notes, tasks, files, relationships, and approval data. That helps the team trace the full buying process.