Procurement Planning

Plan out your procurement and gain necessary approvals to proceed with a market approach.

Admin Management

General Procurement Planning Settings
The Procurement Planning module is governed by several settings that can be managed by System Administrators. These settings are outlined and defined below. Accessing the...
Creating and Managing Procurement Processes
When starting a new Plan in Procurement Planning, one of the initial steps a user will take will be to select a Procurement Process. Your Procurement Processes will outli...
Creating and Managing Procurement Timelines
One of the steps that can be included in the settings of a Procurement Process is a Procurement Timeline. The purpose of a Procurement Timeline is to generate a list of e...
Creating and Managing Procurement Checklists
One of the steps that can be included in the settings of a Procurement Process is a Procurement Checklist. The purpose of a Procurement Checklist is to ensure users who a...
Managed Lists (Procurement Planning)
When creating and populating a Procurement Plan, there are several fields where users can input information. Some are free-text fields, while others require the user to s...
Managing Plan Assessments
One of the steps that can be included in the settings of a Procurement Process is an Assessment. There are two existing types of Assessments in-system that can be configu...

Tailor your Procurement Approach
A full set of individual subprocesses is built in the system, which can be toggled on or off for any procurement process. The default list of procurement processes is as f...
Supplier Discovery
The supplier discovery functionality is an integration between Procurement Planning and Go To Market modules that allows users to: Discover suppliers that you can access i...
Initial Assessment
Early on in the procurement process, an assessment can be conducted that can be setup to guide the procurement officer. Here is a snapshot of the kinds of questions: Co...
Custom Checklist
Each procurement process can have a custom checklist applied. The purpose of the custom checklist is to ensure that specific tasks happen during each stage of the procurem...
Simple Timeline Builder
By specifying a single target date you can generate a timeline based on business rules. Organisations will typically have a standard period between specific milestones. By...
Procurement Planning to Go to Market Integration
VendorPanel supports Go to Market as a follow-on to the planning process. When preparing the data to send across to the Go to Market phase, the system is transparent about...