Workflows
Procure to Pay
Manage vendors, purchase orders, vendor bills, approvals, stock impact, and payment.
Procure to pay covers the path from needing something to paying the vendor. It connects procurement, stock, finance, approvals, and analytics.
Modules involved
| Step | Module | Record |
|---|---|---|
| Select supplier | Procurement, Supplier Catalog | Vendor, supplier catalog row |
| Approve purchase | Procurement | Purchase order |
| Receive goods | Stock | Product, warehouse, movement |
| Record bill | Procurement vendor bills, Finance | Vendor bill, expense, payment |
| Analyze spend | Analytics | Spend, vendor, and budget reports |
Recommended flow
- Add vendors in Vendors.
- Connect vendor feeds or import supplier catalog rows in Supplier Catalog.
- Map supplier SKUs, purchase prices, lead times, and minimum order quantities to products or services.
- Configure procurement settings and approval limits in Procurement settings.
- Create the purchase order in Purchase Orders.
- If the order affects inventory, record the movement in Stock Movements.
- Record or import the vendor bill in Vendor Bills.
- Pay or reconcile through Finance banking and Payments.
Useful automations
- Purchase order over threshold -> request approval.
- Supplier price changed -> flag mapped products for review.
- Vendor bill received -> match to purchase order.
- Stock received -> update warehouse quantity.
- Payment completed -> notify requester.
Setup checklist
- Configure vendor records and payment terms.
- Import or connect supplier catalog pricing for important vendors.
- Configure purchase order approval thresholds.
- Configure warehouses and products if stock is affected.
- Decide whether vendor bills are handled in Procurement, Finance, or both.
- Build spend reports in Analytics.