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Suppliers & purchasing

Who supplies each trade, and how materials are ordered. The eShop turns an order into a purchase order automatically.

Every trade on a job needs materials and, often, a subcontractor. Suppliers and purchasing are how you get them onto site — and how the spend stays controlled.

Suppliers​

Suppliers are an org-wide catalogue: each carries a UEN, payment terms, contacts and a performance rating. On a project, you link suppliers to the trades they cover — and the same supplier can appear under more than one trade, with project-specific scope notes.

Because suppliers are tied to trade codes, a project builds up a clear picture of who's doing what across the sixteen trades.

Ordering materials — the eShop​

The eShop is the internal procurement catalogue. Ordering against a project generates a purchase order automatically:

  1. Browse by category or search by item.
  2. Add items to the cart.
  3. Select the project the order is for, add a delivery date and notes.
  4. Place the order — a PO is created and sent to procurement.

Purchase orders​

A PO is the formal record of what was ordered, for which project, from which supplier.

DRAFT → SUBMITTED → APPROVED → FULFILLED / CANCELLED

POs are approved by Finance before the supplier acts on them — as PM you raise them, Finance releases them. Track them by status (pending, confirmed, delivered) from the dashboard.

note

Approval sits with Finance by design: it keeps a second pair of eyes on committed spend. Raise POs early enough that the approval step doesn't become a delivery delay.