Procurement

Walks through creating a brand-new purchase requisition in Knotical — from opening All Purchase Requests to saving the requisition header.

Add the individual items you want to procure to an existing requisition by searching the catalogue and setting quantities.

Attach supporting documents to either an entire requisition or to individual line items.

Convert an approved requisition into a purchase order and send it to the vendor.

Record an incoming delivery against an open purchase order.

Update an existing delivery note when received quantities or details need correcting.

Confirm a completed delivery and close the receiving step on the purchase order.

Complete reference manual for the Procurement module — covers every feature end-to-end.

Step-by-step guide to creating a requisition in UnKnot.