Once your workshop technicians log material requirements within their service reports, all entries collect centrally in the Procurement Hub. This dashboard gives your purchasing manager a perfectly structured overview: You can instantly view requested items, bundle orders for specific vendors, document the external supplier order number, and accurately flag items as ordered.
Step-by-Step Guide: Processing Purchasing Requests #
- Open the Procurement (or Purchasing) section from the left main sidebar to access the centralized management area.
- Inside the default dashboard view under the Requested tab, you will see a structured list of all open spare part requests submitted from the workshop.
- Select the specific article lines you intend to purchase from your supplier by reviewing the entries.
- Assign the distributor using the **Primary Supplier** dropdown menu field (e.g., *Evergreen Limited GmbH*).
- If needed, click the link provided next to **Online Shop URL** to open the vendor’s purchasing platform directly.
- Crucial for tracking: After finishing the transaction on the supplier’s platform, enter your official receipt number into the mandatory **Order No. (From Supplier)** field.
- Click the blue **Mark as ordered** button at the bottom right to complete the process.
💡 Real-Time Synchronization: Marked line items instantly move over to the **Ordered** tab. Concurrently, the internal status within the corresponding repair ticket updates to ‘Parts Ordered’ in real-time, instantly notifying the workshop technicians without any internal communication friction.
⚠️ Important Prerequisite: To manage pending material requirements in the purchasing dashboard, the module must be active. If you haven’t done so yet, you can unlock it directly here in the App Store.
