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Procurement is the act of obtaining or purchasing goods or services, typically for business purposes. Procurement is most commonly associated with businesses because companies need to solicit services or purchase goods, usually on a relatively large scale. It can also include the overall procurement process, which is critically important for companies leading up to their final purchasing decision. Companies can be on both sides of the procurement process as buyers or sellers though here we mainly focus on the side of the soliciting company.

Project purchase procurement includes the following requirements:

  • Provides at least 2 providers for the competitive bidding and procurement
  • Any purchase need to be approved by the manager.
  • If the total purchase price is more than 30000, further approval need to be processed by the director.

Project purchase procurement includes the following forms:

  • Project purchase procurement: linked with other forms
  • Projects: list all projects involved in the purchase process
  • Service supplier: list all service providers with rank and selection.
  • Market compare prices: list all price in the market

Create purchase procurement application

User can login into system with your CubeDrive account. Click "+ Create Application" button to start build the application with drag and drop method or clone from the existing application. The following image shows an existing application generated as a demo.

form

Project purchase procurement

Project purchaser needs to create a record in this form and enter the purchase information. S/he also need to select at least 2 provider for price compare.

form

Create purchase workflow

After the user opens the form, click the icon and start to build application business logic. Users can configure the flow and add purchase logic to the system.

  • Send out email notifications when employees submit a new purchase
  • If the manager approves the purchase, the purchase status will be changed automatically.
  • Once the purchase is approved, the record will be set to read only.
form

Projects

This lists all projects involved in the purchase process.

form Tip: an URL link can be setup to view all purchased related to this project. form

Service providers

Qualified suppliers are used to provide market price comparison information. It will decide the supplier that the customer chooses in the end. This form includes the following requirements:

  • Collaboration Level: Collaboration, Priority, Strategic, Partner
  • Assessment score (product dimension)
  • Cooperation priority
  • Approval result
form