Procure-to-Pay — Purchase Request → PO → Goods Receipt → Bill
The full purchasing flow: raise a request, convert to a purchase order, receive the goods, and create a draft vendor bill.
Plenix links purchasing end-to-end so stock and accounting stay in step.
Step 1 — Raise a purchase request
- Go to Procurement → Purchase Requests → New.
- Add the items, quantities, and a reason. Submit for approval.
- Approvers review and approve (multi-level approval is supported).
Step 2 — Convert to a purchase order
- From the approved request, click Convert to PO.
- Choose the vendor and confirm pricing. The PO is created and can be sent to the supplier.
Step 3 — Receive the goods
- When the delivery arrives, open the PO and record a Goods Receipt.
- Enter the quantities actually received (partial receipts are fine).
- Stock levels update automatically for received items.
Step 4 — Draft vendor bill
Recording the goods receipt creates a draft vendor bill in Accounting, pre-filled from the PO and receipt. Review it, match it to the supplier's invoice, and approve for payment.
Why this matters
Each step feeds the next, so your inventory and accounts payable always reflect what you actually ordered and received — no manual re-keying, no drift.
Where to go next
- Understand the whole module → How the Procure-to-Pay Automation Spine Works
- Next in this module → How Purchasing & Procurement Works
- How to Run the Procure-to-Pay Flow
- See where this fits in the bigger picture → How Procure-to-Pay Works
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