import { Callout, Steps } from ‘nextra/components’

Manage Procurement

Goal: Understand the purchasing flow from an onboard need to a received delivery, and choose the right guide for the step you are working on.

Procurement usually follows this chain: Pending Request -> Purchase Request -> Quotes -> Order -> Delivery. Some yachts may skip or combine steps depending on their internal approval process.

Before you start

You must have permission to view the purchasing area.
Confirm whether you are requesting an item, consolidating requests, choosing a supplier, placing an order, or receiving goods.
Check the current status before moving a record forward.

Procurement steps

Pending request

Use a pending request when someone on board needs an item. This is usually the first, lightweight request before procurement review.

Purchase request

Use a purchase request to consolidate one or more needs, prepare the request for supplier review, and manage the approval process before ordering.

Quotes

Use quotes when suppliers must confirm price, availability, or conditions before an order is placed.

Order

Use an order when the supplier has been selected and the purchase is ready to be committed.

Delivery

Use receiving or delivery review when items arrive on board. Receiving order items updates stock quantities, so it should be done carefully.

Result

You know which procurement record to open or create, and you can follow the purchasing process without mixing requests, orders, and deliveries.

Record a Stock Movement Create a Pending Request