Finance

Procurement & Purchase

Requisitions, purchase orders and vendor management.

Overview

Purchases in institutions leak money quietly: verbal orders, missing quotes, deliveries nobody checked against what was ordered. Procurement & Purchase makes the pipeline explicit — requisition, quotes, order, delivery, payment — with approvals where your policy wants them and a vendor history that remembers every rate.

  • Requisitions & approval routing
  • Purchase orders
  • Vendor management
  • Goods receipt & inventory
  • Spend analytics
Case study · Procurement & Inventory

From verbal orders to a purchase trail that adds up

Representative scenario — illustrative

A 2,000-student school runs purchasing on phone calls and a peon with a chit — labs, library, housekeeping and the hostel all order directly from vendors they “know”, and accounts pays whatever invoice arrives.

Doing it by hand

Nobody can say what was ordered versus what was delivered, so a half-delivered stationery order gets paid in full and the shortfall is discovered a term later. Quotes live in a WhatsApp thread, so every negotiation starts from zero and last year’s rate is a mystery. Capital items — projectors, benches — never make it onto any register.

The cheap-ERP trap

The cheap ERP gave them a “purchase order” form, but it was just a printout — no approval thresholds, no delivery check-in, no vendor rate history. A capital purchase and a box of chalk needed the same non-existent sign-off, so the office kept approving by hand and stopped raising POs at all. Six months in, the “procurement module” was an empty screen and the corridor verbal-order culture was back, untouched.

With ez.school

ez.school makes the pipeline explicit end to end — requisition, quotes, PO, delivery check-in, payment — with approvals that route by value so consumables move fast and capital purchases gather the right signatures. Deliveries check in against the order, partial deliveries keep their balance visible until closed, and every vendor carries its rate history so the next negotiation starts from fact.

The difference, side by side
By handOrdinary ERPez.school
Raising an orderVerbal, on a chitA PO printout, no controlsRequisition → threshold approval → PO
Checking deliverySigned for, never matchedNo GRN — pay the invoiceChecked in against the PO, balance tracked
Vendor ratesLost in a WhatsApp threadNo history keptFull rate history per vendor
Capital itemsNever registeredBought, then forgottenDelivered items register as assets
The outcome
  • Every POMatched to delivery
  • ZeroBlind full-payments
  • On recordVendor rate history

Committed-versus-delivered by department — the gaps are the orders still owed, not money already leaked.

Inside the app

How Procurement & Purchase works for you

From requisition to delivery, visibly

Departments raise requisitions; approvals follow value thresholds; purchase orders carry the agreed rates; deliveries check in against the order. The pipeline view shows what is stuck and where the money is committed.

Vendors with a memory

Every vendor carries their history — quotes, orders, delivery performance, rates over time — so negotiations start from facts and repeat purchases reuse what worked. Payments hand off to accounting with the paper trail attached.

The cycle

The purchase pipeline

  1. 1Requisition raised
  2. 2Quotes & approval
  3. 3PO issued
  4. 4Delivery checked in
  5. 5Payment via accounts
Who uses it

One app, seen from every seat

Department headRaises a requisition and watches it move — no chasing in corridors.
Purchase officerCompares quotes with history at hand; orders carry agreed rates.
AccountsPays against a matched order and delivery — not against a memory.
Evaluation questions

Procurement & Purchase — asked and answered

Can approval thresholds differ by value?

Yes. Chains route by amount and category — small consumables move fast, capital purchases gather the right signatures.

Does procurement connect to assets and accounting?

Yes. Delivered capital items can register as assets, and payments post through the accounting module with the order trail attached.

Can we track partial deliveries?

Yes. Orders accept multiple deliveries with balances tracked until closed — shortfalls stay visible instead of forgotten.

Bring Procurement & Purchase to your campus

Guided onboarding, local-currency pricing, and human support from day one.