Procurement User Manual

1. Introduction

The Procurement module is part of the Elinom ERP platform. Procurement — Dashboard, Requisitions, Purchase Orders, RFQs, Suppliers.

Open the module from the ERP shell sidebar (#procurement) or directly at public/procurement.html. Authenticated users with module access land on the main workspace; visitors may see a marketing landing page first.

• Procurement administrators — configuration, master data, and approvals.
• Day-to-day users — create and manage records in assigned sections.
• Managers — dashboards, reports, and team oversight.

2. Getting Started

First-time setup checklist

1. Log in with a user that has Procurement access.
2. Open Procurement from the ERP sidebar (#procurement).
3. Complete module Settings and organisation defaults in Company Settings.
4. Review Dashboard and confirm data loads correctly.
5. Run a test workflow before inviting additional users.

3. Dashboard

Dashboard — workspace for day-to-day dashboard tasks and records.

How to use Dashboard

1. Navigate to Procurement → Dashboard from the sidebar or #procurement?section=overview.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

4. Requisitions

Requisitions — workspace for day-to-day requisitions tasks and records.

How to use Requisitions

1. Navigate to Procurement → Requisitions from the sidebar or #procurement?section=requisitions.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

5. Purchase Orders

Purchase Orders — workspace for day-to-day purchase orders tasks and records.

How to use Purchase Orders

1. Navigate to Procurement → Purchase Orders from the sidebar or #procurement?section=purchase-orders.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

6. RFQs

RFQs — workspace for day-to-day rfqs tasks and records.

How to use RFQs

1. Navigate to Procurement → RFQs from the sidebar or #procurement?section=rfq.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

7. Suppliers

Suppliers — workspace for day-to-day suppliers tasks and records.

How to use Suppliers

1. Navigate to Procurement → Suppliers from the sidebar or #procurement?section=suppliers.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

8. Contracts

Contracts — workspace for day-to-day contracts tasks and records.

How to use Contracts

1. Navigate to Procurement → Contracts from the sidebar or #procurement?section=contracts.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

9. Payments

Payments — workspace for day-to-day payments tasks and records.

How to use Payments

1. Navigate to Procurement → Payments from the sidebar or #procurement?section=payments.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

10. Reports

Reports — workspace for day-to-day reports tasks and records.

How to use Reports

1. Navigate to Procurement → Reports from the sidebar or #procurement?section=reports.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

11. Integrations

Procurement integrates with other Elinom modules including Accounting, Analytics, Company Settings. Data events flow through the platform data bridge so related records stay in sync.

1. Ensure integrated modules are active on your subscription.
2. Configure shared master data in the source module first.
3. Review cross-module links from transaction detail screens where available.
4. Use Elinom Analytics for cross-module reporting when enabled.

12. Troubleshooting & FAQs

• Module locked or padlock overlay — activate the Procurement add-on or contact your billing administrator.
• Blank screen in a section — refresh the page; ensure you are authenticated and the iframe finished loading.
• 401 / 403 errors — session expired or insufficient role; log in again or contact admin.
• Data not syncing — verify the related module is enabled and check Company Settings.
• Missing menu item — your role may not include access; ask an administrator to review permissions.