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Procurement
7 articles
Creating and Approving Purchase Orders
Create purchase orders for suppliers and route them through the approval workflow before sending.
Registering and Managing Suppliers
How to register, edit, and review order history for suppliers.
Recording Goods Receipt and Inspection
Log incoming deliveries against purchase orders, including partial receipts and quality issues.
Purchase Request to Purchase Order Workflow
Manage the full process from employee purchase request, through approval, to issuing a purchase order.
Receiving Invoices, 3-Way Matching, and Payment Authorization
Register supplier invoices in WorkVell, match against POs and receipts, and authorize payment.
Inventory Management: Setting Reorder Points and Safety Stock
Learn how to manage inventory levels in WorkVell, including how to set reorder points and safety stock to avoid stockouts.
Supplier Evaluation Reports: How to Rate and Compare Vendors
WorkVell procurement module includes a supplier evaluation feature that scores vendors on quality, delivery, price, and service. Learn how to run evaluations and use the results.