Buyers

Buyers are the internal users who turn approved demand into supplier commitments. They work across Purchase Requisition, Request for Quotation, Orders, and Supplier Management.

The Buyer does not usually start with a blank purchasing decision. The work starts from a project BOM line, an indirect purchase request, or another approved request to buy. The Buyer checks what is being requested, decides how it should be sourced, compares supplier offers, and prepares the PO when a supplier is selected.

Most users land on a list, open the record that needs action, then use the record buttons or tabs.

Basic Concepts

Buyers sit between demand and supplier execution. They need enough project context to understand why an item is needed, enough supplier context to know who can provide it, and enough purchasing context to keep the request moving without losing approval history.

A Buyer usually works with these records:

Record	What the Buyer uses it for
Purchase Requisition	Confirms the requested items, delivery schedule, and purchasing path.
Request for Quotation	Invites suppliers, collects offers, and compares supplier responses.
Orders	Prepares the PO, sends it to the supplier, and follows delivery status.
Supplier Management	Checks supplier status, contacts, documents, offered items, and feedback.

Purchase Requisition Work

A project PR page combines selected BOM lines, delivery rows, documents, and the submit action.

In Purchase Requisition, the Buyer reviews what is being bought before the work becomes supplier-facing. For project purchases, the request normally comes from approved BOM items. For indirect purchases, the request can start directly in Purchase Requisition.

The Buyer checks the line items, quantities, units, specifications, and delivery schedule. This matters because the RFQ will inherit the purchasing shape from the PR. If the request is incomplete, unclear, or assigned to the wrong purchasing path, the Buyer should return it for correction before sourcing begins.

When the PR is ready, the Buyer moves the accepted items toward RFQ staging. From that point, the work becomes less about asking whether the company should buy something and more about finding the right supplier offer.

RFQ Work

RFQ setup is a stepper-style page for requirements, suppliers, attachments, and publish.

The Request for Quotation is the Buyer's main sourcing workspace. The Buyer selects the PR lines to quote, sets the RFQ details, chooses suppliers, and publishes the request.

After the RFQ is published, suppliers respond through the supplier portal. The Buyer monitors response status, checks whether offers are complete, and compares price, lead time, commercial terms, and supplier fit. Supplier communication should stay tied to the RFQ when it affects the purchasing decision.

After publish, buyers use quotation list, comparison, supplier status, and inbox views.

Supplier selection is not only the lowest price. The Buyer recommends the supplier that best matches the request, delivery need, and sourcing constraints. If validation or acceptance is required, the selection moves through that workflow before it becomes a PO.

Orders And Delivery

The order page puts primary actions in the header and detailed work in tabs.

Orders are where the supplier decision becomes a purchasing commitment. The Buyer prepares the PO from the selected supplier offer, checks the supplier details, confirms the ordered line items, and sends the PO when it is ready.

After the PO is sent, the Buyer follows the order through supplier acceptance and delivery. Receiving may be done by a Site Manager or another eligible user, but the Buyer still needs to understand delivery status because partial delivery, rejected delivery, deposits, or closure can affect the purchasing record.

Receiving uses a guided modal for quantities, proof, and review before saving delivery history.

When an order is partially delivered, the Buyer may need to decide whether to keep waiting, coordinate with the supplier, or close the order if the remaining quantity will not be delivered.

Boundaries

The Buyer does not own every decision in the procurement chain.

Planning Specialists own most BOM preparation work. Approvers decide whether a PR or sourcing decision can move forward when approval is required. Supplier Users own the supplier-side response, quotation, and portal updates. Receivers own the physical delivery action when they confirm or reject delivered items.

The Buyer owns the purchasing thread between those roles. They keep the request coherent as it moves from approved demand to supplier offer, PO, and delivery follow-up.