Before you can start purchasing and receiving processes, you must prepare the procurement environment. You must create stockroom, supplier companies, and catalogs for the items that you want to purchase.
See About procurement process.
See Performing the procurement.
Table: Process for setting up the procurement environment
Create a stockroom
Creating a stockroom is the first step of preparing the procurement environment. Stockroom lets you keep track of the catalog items.
See Creating a stockroom.
Create supplier companies
Before you can create procurement catalogs, you must create company configuration items for suppliers from whom you purchase assets and consumables.
See About the Company configuration item type.
Create procurement catalogs
Procurement catalogs house the information that you need to request assets.
See Creating a procurement catalog.
Add items to the procurement catalogs
After you create procurement catalog, you must populate it with the consumables, assets, or software that users can request.
See Adding items to the procurement catalog.
(optional) Create bundles
Bundles let you group frequently ordered catalog items together.
See Creating a bundle.
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