Preparing the procurement environment

Article:HOWTO45842  |  Created: 2011-03-22  |  Updated: 2011-03-24  |  Article URL
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Preparing the procurement environment

Before you can start purchasing and receiving processes, you must prepare the procurement environment. You must create stockroom, supplier companies, and catalogs for the items that you want to purchase.

See About procurement process.

See Performing the procurement.

Table: Process for preparing the procurement environment




Step 1

Create a stockroom

Creating a stockroom is the first step of preparing the procurement environment. Stockroom lets you keep track of the catalog items.

See Creating a stockroom.

Step 2

Create supplier companies

Before you can create procurement catalogs, you must create company configuration items for suppliers from whom you purchase assets and consumables.

See About the Company configuration item.

Step 3

Create procurement catalogs

Procurement catalogs house the information that you need to request assets.

See Creating a procurement catalog.

Step 4

Add items to the procurement catalogs

After you create procurement catalog, you must populate it with the consumables, assets, or software that users can request.

See Adding items to the procurement catalog.

Step 5

(optional) Create bundles

Bundles let you group frequently ordered catalog items together.

See Creating a bundle.

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