Procurement
The Procurement page is where you price, buy, and track the products on a project.
9 articles in Procurement
Procurement
The Procurement page is where you price, buy, and track the products on a project.
Read article →The Procurement Agent
The Procurement Agent is a chat helper on the Procurement pages — quotes, purchase orders, the procurement log, and the punch list. You tell it what you want…
Read article →Create a Proposal
A proposal bundles one or more quotes into one package you can send to your client.
Read article →Create a Purchase Order
A purchase order (PO) is your order to a manufacturer. This article shows three ways to make one, and how to send it.
Read article →Procurement Log
The Procurement Log tracks every item you ordered, from approval until it arrives on site.
Read article →Sharing a Procurement Log
You can send a link to your procurement log so others can see order status without a Submittal App account.
Read article →Procurement Emails
This article shows every way to send email from the Procurement page: quotes, POs, follow-ups, and automatic status emails.
Read article →Procurement Settings
The Procurement Agent Settings page controls the agent's checks and the automatic emails for your active project.
Read article →Shipment Tracking
Shipment tracking lets you log what is in each shipment and follow it with the carrier until it arrives.
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