Procurement Log

The Procurement Log tracks every item you ordered, from approval until it arrives on site.

Start a log

1. Go to Procurement and click the Procurement Log tab.
2. Click Import / New Log.
3. Pick New log, or Add to current to add items to the log you have open.
4. Pick a Source Type: Submittal, Platform Quote (Proposal), Purchase Order, or Upload a File.
5. Pick the source, then click Create Log (or Add to log).

To add single products, click Add Items. If you have more than one log, use the menu at the top right to switch logs.

The summary strip

Boxes at the top show Received, Past due, Landing in 7 days, Partially received, and No ship date. Click a box to show only those items. Click it again to show all.

Three views

• Table — one row per item.
• Timeline — a bar for each item, from order to arrival. A line marks today.
• Calendar — each item sits on its ship date. Move month to month.

All three views use the same colored status chips. A late item shows red in every view.

Read a row

• Item — the product name. Part numbers show as small chips, one for each part of the code. Click them to edit part numbers.
• Status — where the item is now.
• Est. arrival — the expected date. Click it to change it.
• Tracking — the tracking number and carrier. Click the number to check it with the carrier.
• Received — how many arrived out of how many ordered. Click the number to change the ordered amount.

Click the arrow at the left of a row to open it. There you can read and add notes, and attach files.

Set a date

1. Click the date (or Set date) on a row.
2. Pick a Fixed date. Or use the Add box to add days, weeks, or months.
3. Or turn on Use lead time (rolling date) and type the number of days from today. The date moves forward each day.
4. Click Save.

Find items

• Type in Search products....
• Use All Manufacturers and All Statuses to filter.
• Check With comments only or Hide delivered.
• Click a column name to sort.

Item statuses

Pending Approval, Approved, Not Approved, Ordered, In Production, Shop Drawings, Released, On Hold, In Transit, Partially Delivered, Delivered, Installed, Cancelled, Past Due, and Issue.

Carrier tracking can also set Warehouse, Out for Delivery, or Exception.

Change many items at once

Check the items you want. A bar shows at the bottom with these buttons:

• Status — set one status for all of them.
• Date — set one ship date, or a lead time, for all of them.
• Group — put them in a named group.
• Email — write an email about them.
• Delete — remove them from the log.
• Create shipment — log a shipment for them.

Shipments

Click New Shipment (or Create shipment on the bottom bar). Set how many of each item are in the box. Add the tracking number, carrier, and expected arrival. Then click Create shipment. The status updates from the received amount. See Shipment Tracking for more.

Other buttons

• Export XLS — download the log as a spreadsheet.
• Print PDF — make a PDF of the view you are on.
• Refresh Tracking — check every tracking number with the carrier.
• Share — make a read-only link. See Sharing a Procurement Log.

Common questions

Why is an item red? Its date has passed and it has not arrived. Update the date or the status.

Can I move rows? Yes. Drag a row by its handle. Clear your filters first.