What is the purchasing module?
The purchasing module is a PureField module that lets a company manage the entire purchasing line—from internal request creation to supplier quoting, comparison, and purchase order (PO)—on one operational surface. It shares the same data model as CRM, service, and stock modules, so post-sale supply needs do not move to a separate system.
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What does the purchasing module manage?
| Area | What the module holds |
|---|---|
| Internal request | Department or project-based material/service request |
| RFQ | Quote request sent to suppliers and their responses |
| Supplier quote | Price, lead time, and terms comparison |
| Purchase order (PO) | Approved order, delivery, and invoice tracking |
| Supplier record | Contact, contract, and performance history |
How does it connect to CRM and service?
The purchasing module is not a disconnected silo:
- supply needs from closed quotes or project scope can create requests directly
- parts needed in a service work order can become a purchasing request
- low stock levels can trigger automatic requests
- the entire process stays tied to the same customer or project record
Typical purchasing flow
1. An internal request is created (from department, project, or service source). 2. An RFQ is prepared and sent to suppliers. 3. Suppliers submit quotes through the portal. 4. Quotes are compared and approved. 5. A purchase order is created and delivery is tracked.
Who uses it?
- operations and procurement teams
- service organizations (spare parts and consumables)
- companies with project-based purchasing
- teams with post-sale supply needs from CRM-closed deals
Related links
Frequently asked questions
Short answers that can also work well for search and answer-engine retrieval.
Is the purchasing module separate from CRM?
No. It runs on the same platform; requests originating from sales or service records can flow directly into the purchasing line.
How does the RFQ process work?
After the internal request is approved, an RFQ is created and sent to selected suppliers via portal or email. Responses are compared in the system.
Is the purchasing module mobile?
The purchasing line runs through the panel and supplier web portal; field teams can create requests via the mobile app.