How to run procurement from product selection to installation
Procurement means dozens of products from different suppliers, each with its own lead time, payment and delivery. In ArchiBoard every item follows the same path, and the status and row colour show where it is now. Below is the whole path step by step, with links to the detailed articles.
- 1
Build the estimate
Add products by link, with the web clipper, from the catalog or by importing an estimate from Excel or PDF. The photo, price, dimensions and lead time are filled in automatically.
- 2
Get client approval
Send the client a client portal link or a PDF. The client approves or rejects items, and you see the decision in the estimate.
- 3
See what to order first
In «Phases & schedule», the «Upcoming purchases» block shows what needs ordering before a construction stage starts. In the estimate, the «By order priority» view helps.
- 4
Pay the supplier
In the item row, open «Vendor & payment»: choose the supplier, record an advance or a 100% payment and attach the invoice.
- 5
Track the delivery
Enter the planned delivery date. If the supplier moves the date, enter the new one and the reason. The history of moves is kept on the supplier.
- 6
Accept the goods and mark installation
When the product arrives, click «Acceptance» in the item row: check the SKU, colour, dimensions and quantity and attach photos. After installation, enter the installation date and the status becomes «Installed».
Good to know
- Item statuses go in order: Pending approval → Approved → Ordered → In transit → Delivered → Accepted or Discrepancy → Installed.
- ArchiBoard creates the tasks for each step and closes them when the step is done.
- Measurement is on by default for custom furniture, panels, windows and doors.
Related guides
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