Procurement Team

Role name in the system: Katekile Procurement Team

Runs supplier onboarding and buying. Creates suppliers with their B-BBEE details and sends them for verification, issues RFQs, captures supplier quotations, and raises and submits Purchase Orders — which can only go to Approved suppliers.

Typical tasks

• Create Suppliers and send them for verification; correct and re-send suppliers flagged Expired/Discrepancy or on Compliance Hold
• Create Request for Quotations and Supplier Quotations; compare quotes
• Create, submit and cancel Purchase Orders
• Create Items
• View Material Requests, Purchase Receipts, Purchase Invoices, Sales Orders and Work Orders

Your menu

This is the sidebar a user with only this role sees.

Menu group	Links you see
Overview	Home Dashboard, To Do
Sales	Quotation List, Sales Order List
Procurement	Supplier List, Request For Quotation, Supplier Quotation, Material Requests
Purchase	Purchase Dashboard, Purchase Orders, Purchase Receipt List, Purchase Invoice List
Manufacturing	Work Orders
Inventory & Vault	Stock Dashboard, Stock Balance, Item List, Item Group, UOM
Reports	All Reports, Sales Order Analysis, Purchase Order Analysis

What you can do — permissions

Document	Read	Create	Edit	Submit	Cancel
Contact	R	—	—	n/a	n/a
Quotation	R	—	—	—	—
Sales Order	R	—	—	—	—
Supplier	R	C	W	n/a	n/a
Material Request	R	—	—	—	—
Request for Quotation	R	C	W	—	—
Supplier Quotation	R	C	W	—	—
Purchase Order	R	C	W	S	X
Purchase Receipt	R	—	—	—	—
Purchase Invoice	R	—	—	—	—
Item	R	C	W	n/a	n/a
Work Order	R	—	—	—	—
Stock Entry	R	C	W	—	—
Account †	R	—	—	n/a	n/a

Supporting records (16)

Document	Read	Create	Edit	Submit	Cancel
Address	R	—	—	n/a	n/a
Bin	R	—	—	n/a	n/a
Brand	R	—	—	n/a	n/a
Company	R	—	—	n/a	n/a
Cost Center †	R	—	—	n/a	n/a
Country	R	—	—	n/a	n/a
Currency	R	—	—	n/a	n/a
Email Template	R	—	—	n/a	n/a
Item Group	R	—	—	n/a	n/a
Payment Terms Template	R	—	—	n/a	n/a
Price List	R	—	—	n/a	n/a
Stock Ledger Entry	R	—	—	n/a	n/a
Supplier Group	R	—	—	n/a	n/a
Theme Settings	R	—	—	n/a	n/a
UOM	R	—	—	n/a	n/a
Warehouse	R	—	—	n/a	n/a

† Read access needed to save purchase/stock documents — see Users & Roles.

n/a — this document type is not submitted; saving it is final.

Approval rights

Document	From state	Action	To state	Condition
Quotation	Draft	Send For Approval	Pending Approval	any user, only the quotation Owner
Supplier	Draft	Send For Verification	Pending Verification
Supplier	Expired/ Discrepancy	Send For Verification	Pending Verification
Supplier	Compliance Hold	Send For Verification	Pending Verification
Customer	Draft	Send For Verification	Pending KYC Verification	any user
Customer	Pending KYC Verification	Approve	Approved	any user
Customer	Pending KYC Verification	Incomplete Data	Incomplete Data	any user
Customer	Incomplete Data	Send For Verification	Pending KYC Verification	any user

Step-by-step guides for this role

• Supplier Onboarding & B-BBEE
• Request for Quotation (RFQ)
• Supplier Quotations & Comparison
• Purchase Orders
• Material Requests
• Purchase Dashboard