PROCUREMENT TYPE
The Procurement Type section allows administrators to categorize the nature or purpose of procurement activities (e.g., direct, indirect, capital goods). This interface enables users to define and manage different procurement types within the system for better classification and tracking of procurement processes.
Navigation
Follow these steps to access the Procurement Type interface:
- Navigate to the Procurement module from the main menu
- Under the Secondary Master section, select Procurement Type
The Procurement Type interface will display all existing procurement types and provide options to create new entries.
Creating a New Procurement Type
Step 1: Initiate Procurement Type Creation
Click the Add button in the toolbar to begin creating a new procurement type.
Step 2: Complete the Procurement Type Form
A procurement type configuration form will appear with the following fields:
Procurement Type Information
| Field | Description | Required |
|---|---|---|
| Procurement Type Name | Enter the name of the procurement type | ✓ Yes |
| Description | Provide a description of the procurement type | Optional |
| Remarks | Add any additional comments or notes | Optional |
| Active Status | Toggle to enable/disable the procurement type (enabled by default) | ✓ Yes |
Step 3: Save the Procurement Type
After completing all required information, click the Save button to create the procurement type entry.
Warning
Procurement Type Name is a required field.
Managing Existing Procurement Types
Procurement Type Listing View
Once created, all procurement types are displayed in the Procurement Type table.
Actions
Each procurement type in the listing supports the following actions:
Edit Procurement Type
Click the Pencil icon in the Actions column to modify the selected procurement type information.
View Procurement Type
Click the Eye icon in the Actions column to view complete procurement type details in read-only mode.
Toolbar Features
The Procurement Type interface includes the following toolbar features:
| Icon | Feature | Description |
|---|---|---|
| ➕ Add | Add Record | Create a new procurement type entry |
| 📊 Export | Export to Excel | Download the procurement type data as an Excel spreadsheet |
| 🔍 Search | Search Input | Filter procurement types by entering keywords (searches across all columns) |
| 🔄 Refresh | Refresh Data | Reload the procurement type table to display the latest data |
| 🔄 Restore | Restore Entry | Restore a previously deleted or archived procurement type entry |
| 🏠 Home | Navigate Home | Return to the application home page |
| ⬅️ Back | Go Back | Navigate to the previous page |