Procurement

A Structured Buying Process, Not “Call Three Vendors and Hope”

A structured, auditable flow from cost estimation through purchase order and receiving.

Most rental businesses run procurement informally — call a couple of vendors, remember roughly what they quoted, and pick one on gut feel. That works until a dispute over pricing comes up, or until nobody can find the original quotation to compare against what actually got invoiced.

Key Capabilities

What’s included

  • Cost estimation generated automatically from approved quotation line items — no manual re-entry
  • RFQs split by type: parts RFQs and services RFQs, sent to multiple vendors at once
  • Vendor quotation comparison in a dedicated review screen
  • Approved line item selection, with multi-vendor awards supported on a single job
  • Vendor-wise purchase order issuance — one PO per vendor, multiple line items each
  • Goods receipt (GRN) processing that updates inventory and triggers financial posting automatically
  • Service confirmation tracking for external work
  • Full linkage back to the originating work order or job
  • Vendor records and payment linkage through to Finance
Mechanics

How Procurement Flows From a Maintenance Job

  1. A work order identifies a need

    Parts or services that need to be procured.

  2. An RFQ is generated and sent

    To selected vendors.

  3. Vendor quotations are compared

    Side by side, in a dedicated review screen.

  4. Winning line items are approved

    Potentially across multiple vendors for the same job.

  5. Purchase orders are generated

    Automatically, grouped by vendor.

  6. Goods are received and posted

    GRN updates inventory and the ledger; the vendor bill flows through to Finance.

Why It Matters

An auditable procurement trail protects the business two ways: it gives you real leverage in vendor negotiations because every past quote is on record, and it removes the ambiguity that shows up when a vendor’s invoice doesn’t match what was verbally agreed.

FAQ

Common questions

Can I split a single procurement need across multiple vendors?

Yes — approved line items can be awarded to different vendors for the same job, and the system generates a separate PO for each.

Does procurement connect to my accounting automatically?

Yes — goods receipts and vendor bills post into the Finance ledger automatically.

Can procurement happen without a maintenance job triggering it?

The core workflow is built around work-order-driven procurement, but the same RFQ-to-PO structure applies to any procurement need your team initiates.

See Procurement in action

Book a walkthrough configured around your own fleet and workflow.