# Purchasing (/docs/roles/purchasing)

Default demo person: Lim Wei Jie, Purchasing officer. This page describes the default access of the **Purchasing** role. The Org admin can change it under **Settings > Roles & permissions**; see [Roles at a glance](/docs/roles).

## What you do [#what]

You keep the approved supplier list, raise and approve purchase requisitions, issue purchase orders, and chase corrective actions with suppliers.

## Where you start [#start]

Sign in, choose your workspace, and the apps launcher opens. It shows one tile for each module your role can open. **My work** carries a number when records are waiting for you.

<GuideStep
  title="Your apps launcher"
  description="The apps launcher with the tiles this role can open."
  src="/guide/roles-purchasing/1.png"
  alt="Apps launcher on desktop showing the modules available to Purchasing"
  width={1440}
  height={1000}
  callouts={[
    { x: 18, y: 24, caption: "My work: the number of records waiting on you." },
    { x: 50, y: 24, caption: "Module tiles. Only the modules your role can open appear." },
    { x: 82, y: 24, caption: "Settings, if your role has it." },
  ]}
/>

Your queue on **Home > Queue** (My work): Suppliers in **KIV**, requisitions in **Submitted** and **Approved**, and orders in **Draft**, **Approved**, **Issued** and **Partially received**.

<GuideStep
  title="Your work queue on a phone"
  description="My work on a phone, the records waiting for this role."
  src="/guide/roles-purchasing/2.png"
  alt="My work queue on mobile for Purchasing"
  width={375}
  height={812}
  callouts={[
    { x: 50, y: 6, caption: "Page title and your role." },
    { x: 50, y: 30, caption: "One card per record waiting. Live-order records come first." },
    { x: 50, y: 94, caption: "Bottom tabs to move between modules." },
  ]}
/>

## Your daily screens [#screens]

| Screen | Where | What you do there |
|---|---|---|
| **Purchase requisitions** | `/purchasing/purchasing` | Submit, approve and convert requests to buy. |
| **Purchase orders** | `/purchasing/purchasing` | Approve, issue and amend orders. |
| **Suppliers** | `/purchasing/suppliers` | Keep the approved supplier list. |
| **SCARs** | `/purchasing/scar` | Corrective action requests to suppliers. |
| **Evaluations** | `/purchasing/seval` | Score suppliers. |

<GuideStep
  title="The purchasing list"
  description="Purchasing list with requisitions and orders."
  src="/guide/roles-purchasing/3.png"
  alt="Purchase requisitions and orders with status chips"
  width={1440}
  height={1000}
  callouts={[
    { x: 30, y: 22, caption: "Filter by Requisition or Purchase order." },
    { x: 55, y: 40, caption: "Status chip for each document." },
    { x: 70, y: 40, caption: "Open a document to see its approval levels." },
  ]}
/>

## What you can do [#can]

You have full access to: Purchasing. You can create, edit and take steps there.

Steps you sign, with the button names on screen:

| Record | Steps |
|---|---|
| Requisitions | **Submit**, **Approve · e-sign**, **Create purchase order** |
| Purchase orders | **Approve · e-sign**, **Issue to supplier**, **Amend · new revision**, **Close** |
| Supplier corrective actions | **Issue to supplier**, **Accept response · verify**, **Reject response**, **Close · effective**, **Not effective · reissue** |
| Supplier evaluations | **Approve · update supplier** |

A signed step needs your [e-signature specimen](/docs/get-started/signatures-and-refusals#specimen) and, where a requirement is set, current training.

## What you can see but not change [#view]

View access: Sales, Inventory, Quality, EHS. You can open and read these. Their action buttons are disabled with `Your role can view this but not change it.`

## What you cannot do and who does it [#cannot]

| You cannot | Who does it | What you see |
|---|---|---|
| Accept or reject a delivered lot | QC inspector | `This step needs a QC inspector signature. You are signed in as Lim Wei Jie (Purchasing officer).` |
| Receive goods into the store | Store keeper | Inventory is View for you. |
| Approve the higher levels of the ladder | The person each level names | Each level is signed by its own approver. See the approval ladder. |

Hidden for your role: Production, Engineering, Maintenance, Settings. They do not appear on the launcher. If you open one by address you see **You do not have access to this page** and **Back to apps**.

## A typical day [#day]

<Steps>
<Step>

Open **My work** and read the requisitions and orders waiting. Details: [Find your way around](/docs/get-started/find-your-way-around).

</Step>
<Step>

Check that every supplier you will order from is approved. Details: [Suppliers](/docs/purchasing/suppliers).

</Step>
<Step>

Approve the requisitions assigned to you and convert them to orders. Details: [Requisitions](/docs/purchasing/requisitions).

</Step>
<Step>

Follow the approval levels on each order until it is **Approved**. Details: [Approval ladder](/docs/purchasing/approval-ladder).

</Step>
<Step>

Issue the order to the supplier. Details: [Purchase orders](/docs/purchasing/purchase-orders).

</Step>
</Steps>

<NextSteps>

<NextStep href="/docs/purchasing/suppliers" title="Suppliers" description="Keep the approved supplier list current." />

<NextStep href="/docs/get-started/signatures-and-refusals" title="Signatures, reasons and common refusals" description="Why a button is disabled and what to do." />

<NextStep href="/docs/roles" title="Roles at a glance" description="Compare your role with the others." />

</NextSteps>