Procurement
Overview The Procurement module in Volopay streamlines the purchase order lifecycle from request creation to approvals, fulfillment, and billing. This document acts as a step-by-step guide for internal teams to understand the core functionalities, configurations, and user roles necessary to manage procurement effectively.
Procurement Module
Setting Up the Product Catalog
Assigning Procurement Roles: Manager & Clerks
Creating a Purchase Order
Setting up procurement approval policies
Exporting Purchase Orders as CSV
Procurement Approval Process
Attaching GRNs in active POs
Payment Against Purchase Order
Setting up procurement submission policies
Roles & Permissions in Procurement