Sourcing & Purchasing Module

The Sourcing & Purchasing module makes sure you're always buying from the right supplier at the right price instead of going with whoever you remembered first, by putting every quote side by side before you commit to an order. Once something is ordered, you can see exactly where it stands, and any issues on arrival are logged right against that delivery.

Main sections

• Dashboard — Overview of open items, pending orders, and upcoming deliveries.
• Notepad — A quick-jot space for things you need to source before turning them into a full item.
• Projects — Group purchasing needs by project or category (e.g. Farm, Office, Design).
• Items — Each thing you need to buy, with urgency and a needed-by date.
• Supplier comparison — Compare multiple suppliers for the same item side by side — price, lead time, warranty, and return policy.
• Orders — Track an order once placed, including any delivery-date changes.
• Deliveries — Record what arrived, note any quality issues or missing items, and attach documents (quotes, invoices, receipts).
• Calendar — A calendar view of projected delivery dates.
• Reports — Open items, order log, delivery log with on-time tracking, spend by project, and supplier performance.