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Procurement Category

What is Procurement Category in Businessflo​

Procurement Categories streamline the purchasing process for non-inventory expense items by eliminating the need to create separate inventory items in the system. This allows for efficient procurement of items that are not typically stocked, simplifying the purchasing workflow and reducing administrative overhead. Examples of procurement categories include IT equipment, office supplies, professional services, transportation, and maintenance services.

How to Create a Procurement Category in Businessflo​

  • Module: PS - Procurement Sourcing
  • Process Code: APPT - Procurement Category

There are two options available to navigate to this screen.

  • Click on Accounts Payable -> Payment -> Procurement Category
  • Write the process code for this screen in the search bar which will navigate you here directly.

The list shows the Procurement Categories already being created in the system. Now either you can click on new button to create a new Procurement Category or you can select from the list of corresponding Procurement Categories to view, edit or delete it.

procurement-category

Process​

procurement-category

To create a new Procurement Category, fill in the necessary details:

Now click on Save to save the information provided.