Agree what needs to be purchased

Start with the product, required quantity, destination warehouse, and business reason. Submit the purchase request and obtain approval before asking suppliers to quote.

Compare and place the order

Issue an RFQ and record supplier quotes. Review the quoted quantities and prices, then accept the selected quote to create a purchase order.

Record what actually arrived

Create the goods receipt against the order. Keep received quantities separate from ordered quantities so a partial delivery remains visible.

Inspect before putaway

Complete quality inspection, record accepted and failed quantities, and complete putaway for the goods being stored. Use a purchase return for goods sent back to the supplier.