Procurement Process Walkthrough
This walkthrough guides you through a complete procurement transaction in TRADEXIM OS — from creating a purchase entry to receiving goods and processing vendor payment.
Estimated time
10–15 minutes for first-time users to complete the full procurement workflow.
Step-by-step guide
Create purchase entry
Navigate to Purchase Entry, select or add a vendor, add product line items with quantities and cost pricing, and link to a shipment entry for cost allocation.
Vendor confirmation
Once costs and quantities are finalized with the vendor, update the purchase entry status to Confirmed. Record the vendor's reference number and attach their invoice or proforma.
Link to shipment
Link the purchase entry to the related shipment entry. This enables cost allocation and payable header generation for the shipment.
Receive documents
Upload vendor documents (commercial invoice, packing list) using the document workspace. Attach them to the purchase entry or shipment entry as needed.
Goods receipt
Receive goods against the purchase entry. Verify quantities and condition against the vendor's packing list. Record any discrepancies directly in the entry.
Record payment
Record the payment in the Finance module through payable headers or the Payments Given module. Reconcile with bank records and mark the purchase entry as Paid.