Purchase Planning Board
Purchase Planning Board in DreamzCMMS shows an overview of the Purchase Requests created, allowing you to review and process them in a grouped view for efficient procurement management.
Overview
The Purchase Planning Board provides a centralised view of all Purchase Requests. Items are displayed in a grouped format for further processing, and you can create a Purchase Order (PO) or Request for Quotation (RFQ) directly from here by selecting the required items using the checkboxes.
Here is a reference video:
Before You Begin
- Purchase Requests must already exist to appear on the Planning Board.
- You must have the appropriate permissions to access Purchase Planning Board and create POs or RFQs.
How to Use the Purchase Planning Board
Step 1 – Navigate to Purchase Planning Board
From the main menu, click Purchasing, then click Purchase Planning Board.
Step 2 – Review Grouped Purchase Requests
Under the Purchase Planning Board, requests are shown in a grouped format for further processing. All items can be checked at once and processed together.
Step 3 – Create a PO or RFQ
You can create a PO or RFQ from here by selecting the required items using the checkboxes.
After Using the Planning Board — What's Next?
- If you created a PO, proceed to approve and send it to your supplier. See Creating Purchase Orders after Finalizing RFQ.
- If you created an RFQ, share it with suppliers to collect quotes before finalising the purchase order.
- Track your requests from the Purchase Planning Board to monitor their processing status.
Tips for Managing the Purchase Planning Board
- Use the grouped view to process multiple items from the same supplier together — this helps consolidate orders and reduce procurement overhead.
- Select all items at once using the checkbox when you want to create a bulk PO or RFQ across all pending requests.
- Review quantities and item details carefully before converting requests to a PO or RFQ to avoid errors in the order.
Frequently Asked Questions
What is the difference between creating a PO and an RFQ from the Planning Board?
A PO (Purchase Order) is a confirmed order sent directly to a supplier. An RFQ (Request for Quotation) is used to request pricing from one or more suppliers before committing to a purchase. Use RFQ when you need to compare quotes first.
Can I select individual items instead of processing all at once?
Yes. You can use the checkboxes to select specific items from the grouped list and create a PO or RFQ for only those selected items.
Will processed requests be removed from the Planning Board?
Yes. Once a Purchase Request has been converted to a PO or RFQ, it will no longer appear as a pending item on the Planning Board.
Related Articles
- Creating Purchase Orders after Finalizing RFQ
- Create Purchase Receipts from an Approved Purchase Order
- Create Purchase Invoices
- Purchase Returns