Procurement

Procurement (internally procurement) is the buyer’s view: you and your branches reorder goods from your own suppliers. You add products from several suppliers to a single cart, submit - and the module creates one separate order with a formatted email per supplier. All without prices: procurement is a pure quantity-ordering tool, billing happens at the supplier.

Difference from Shelf Reorder

Shelf Reorder is the seller’s view: there your business customers order from you. Procurement turns it around - here you order from your suppliers. Both modules can run side by side.

What is this module for?

Reorder from your own suppliers

Maintain your supplier and product directory and reorder straight from the app - without prices, just quantities.

One email per supplier

One cart across multiple suppliers - on submit, a separate order and a separate email are created per supplier.

Order templates

Save recurring orders as a favorites list and load them into the cart with a single tap.

Branch ordering

Each branch orders for itself. Branch name and address are automatically included in the supplier email.

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How the flow works

1. You set up your suppliers - with order email, delivery days and order cut-off.
2. You maintain the products per supplier - unit, minimum order quantity, case pack, optional par level.
3. You fill the cart - products from several suppliers in one cart, optionally pick a branch.
4. You submit - the module groups by supplier and creates one order per supplier.
5. One email goes out per supplier - with the order list, branch info and note to the stored address.

Order goes by email - mail module required

Every order is sent as a formatted email via the mail module (internally email). The mail module is a functional prerequisite for sending (an optional soft dependency): if it is missing, you can still use procurement and create orders - only the email sending is not possible then.

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Access

You reach the module in two ways:

Editor

Via the App Builder Tools → Modules & Features → Procurement. Here you configure View, Features, Behavior, Mail Template and Content.

Admin

Via Admin → Content → Procurement (/admin/procurement). Here you manage suppliers, products, order templates and orders. The frontend lives at /procurement.

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The editor

The editor is divided into five tabs:

View Product display as list, grid or compact + grouping by supplier/category

Features Order templates, par level, live stock, approval workflow, MOQ/case/max

Behavior Login & branch required, sorting and pagination

Mail Template Customize subject and placeholders of the order email

Content Seed sample categories and manage categories

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Management (Admin)

Suppliers Set up suppliers: order email, delivery days, cut-off, customer number

Products Assortment per supplier: unit, MOQ, case pack, par level, warehouse link

Order templates Favorites lists per supplier/branch for 1-tap ordering

Orders Order history, status, mail sending and approval

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Who is allowed to do what?

Procurement uses the central access system. The admin controls coarsely via the module settings and finely via roles:

Permission	Meaning
procurement.order	Create and submit an order
procurement.approve	Approve an order (with the approval workflow active)
manage_suppliers	Manage suppliers
manage_products	Manage products
manage_categories	Manage categories
view_orders	View orders
manage_config	Change module settings

Instant activation

Procurement is activated with a single tap - like Blog or Shop, without a setup wizard. Right after activating, you can create suppliers and products. For email sending, the mail module should additionally be active.

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Related topics

Module Setup Step-by-step setup via the setup wizard

Warehouse Warehouse coupling for live stock and refill suggestion