BuildSpace ProCureX Tutorial for Buyer
Role | Task | Task Definition | Video |
Buyer Admin | Manage Company User | Manage Company User | Video |
| Assign Module Permission | Assign Module Permission | Video | |
| Manage My Seller | Manage My Seller | Video | |
| Cost Code Module | |||
| Editor Cost Date Module | Setting up Cost Code | Prepare Cost Data | Video |
| Cost Manager Module | |||
Editor Cost Manager Module | Setting up Cost Manager | Prepare Cost Manager Directly | Video |
| Prepare Cost Manager import from Excel | Video | ||
| Budget Module | |||
Editor Budget Module | Setting up Budget | Create Budget | Video |
| User Permission for Budget, Purchase Request, Request for Tender, Purchase Order, eInvoice, Good Received Note, Request for Quotation. | Video | ||
| Location | Video | ||
| Purchase on Behalf | Video | ||
| Prepare Budget | Video | ||
| Submit for aproval | Video | ||
| Assign User | Aproval Process | Video | |
| Purchase Request Module | |||
Editor PR Module | Setting up PR | Create Purchase Request | Video |
| Prepare Purchase Request | Video | ||
| Submit for aproval | Video | ||
| Assign User | Aproval Process | Video | |
| Request for Quotation | |||
Editor RFQ Module | Setting up RFQ | Create Request for Quotation | Video |
| Prepare Request for Quotation | Video | ||
| Submit for aproval | Video | ||
| Assign User | Aproval Process | Video | |
| Editor RFQ Module | Extend RFQ Period | Video | |
| Purchase Order | |||
Editor PO Module | Setting up PO | Create Purchase Order | Video |
| Prepare Purchase Order | Video | ||
| Submit for aproval | Video | ||
| Aproval Process | Video | ||
| Assign User | Accept Po | Video | |
| Good Receipt Note | |||
| Editor GRN Module | Setting up GRN | Prepare GRN | Video |
| Payment | |||
| Editor PO Module | Setting up Payment | Prepare Payment | Video |