Page Comparison

The module that interfaces Buy with the other areas of the company, disseminating good governance practices and increasing the productivity of the purchasing area by up to 40%.

• Approve orders, incorporate information into requisitions and award the best supplier;

• Analyze received proposals and manage all your buy orders;

• Follow the entire buy process, from start to finish;

• Define the order requests and approval workflow according to your company's rules;

• Provide immediate access to all users in your company;

• Monitor service execution with SES functionality to ensure service providers are paid.

In the Buy module; access the Orders option, view all orders that will be listed;

• You can sort by "Last created date" or "First created date".

• You can also search by Order Status.

If you want to check the orders received by your company, navigate to Buy > Orders Received:

You can identify New Orders Waiting to be Accepted, Updated Orders Waiting to be Accepted, and Orders Accepted on the home panel.

Just below you will find the available orders in a list and if you want to download the orders, select it through the selection box and click on Download the order.

Remark: If the order has been sent by your customer through Follow up, when

• Draft: Requests available for editing (action that will be feasible by users with Buyer permission level);

• In Approval: Pending approval requests (action that will be feasible by users with Approver level permission);

• Returned: Request returned by Approver (and available for edits);

• Returned - Supplier: Returned by Supplier (and available for edits);

• In Approval - Waiting for ERP: Waiting for validation of the ERP (external system of a compan, used in some phase of the purchase chain), to continue the flow of approval;

• Approved - Waiting accept: New order, whose supplier has not yet accepted;

• Approved: Supplier already accepted;

• Pending Approval: The order has already been accepted, but due to some change, you need a new oil.

• Canceled: As configured workflow, as well as permission levels, only users with Administrator profile in the purchase application or the user author of the purchase order application (with Buyer profile), can cancel or change generated orders.

Draft: Requests available for editing (action that will be performed by users with Requester permission level);

Pending Approval: Request pending approval (action that will be performed by users with permission level Approver);

Returned: Request returned by Approver (and available for editions);

Waiting ERP: Awaiting ERP validation (a company's external system, used at some stage of the supply chain and integrated with Nimbi), to continue the approval flow;

Approved: Approver has already accepted;

Cancelled: Request canceled (action that will be performed by users with Buyer and/or Approver permission level).

Important:

By Workflow definitions, users with profiles: Buyers and Administrators can also Approve and / or Return buy Requests.

Navigate to My To-Dos > Orders > Order Lists which will be displayed at the bottom of the screen, pending and click on the desired order.

Image Added

If you would like to see more information about the item, click on its ERP Code, a # followed by a number.

Image Added

After reviewing all required information, click Accept or Refuse.

Image Added

In the Accept Order popup, enter your referral code, if any; and a comment, if necessary.

Just below, you will find the available orders in a list and if you want to Download orders, select it through the selection box and click Download Order.

Image Added

Important: When attempting to accept the order, if it is a Follow Up order, go to the Items panel > Select the Follow Up option > Select the desired order > click the Complete Step link to complete the acceptance step.

Remark: If you wish to return, after clicking on the respective button, you must inform the reason for the return and include a comment. Finally, click Confirm to complete the action.

If you wish, you can accept multiple orders in the received orders list, select the orders you want to accept and click the link > Accept.

Image Added

If all selected orders are in Pending Acceptance status, a popup will appear to add a comment and click Confirm.

Image Added

Remark: In bulk acceptance, it is not possible to include a reference code for orders.

In the My Historic module; access the Orders option, view all orders that will be listed;

• You can sort by "Last created date" or "First created date".

• You can also search by Order Status.

• You can identify New Orders Waiting to be Accepted, Updated Orders Waiting to be Accepted, and Orders Accepted on the home panel.

• If you want to check the orders received by your company, navigate to My To-Dos > Orders:

• Just below you will find the available orders in a list and if you want to download the orders, select it through the selection box and click on Download the order.

Remark: If the order has been sent by your customer through Follow up, when searching for the order, click on it and in the Items panel, select the Follow up tab > click on the link in the Description column;

In the FUP DETAILS Panel, you can view the entire progress of the order.

• Draft: Requests available for editing (action that will be feasible by users with Buyer permission level);

• In Approval: Pending approval requests (action that will be feasible by users with Approver level permission);

• Returned: Request returned by Approver (and available for edits);

• Returned - Supplier: Returned by Supplier (and available for edits);

• In Approval - Waiting for ERP: Waiting for validation of the ERP (external system of a compan, used in some phase of the purchase chain), to continue the flow of approval;

• Approved - Waiting accept: New order, whose supplier has not yet accepted;

• Approved: Supplier already accepted;

• Pending Approval: The order has already been accepted, but due to some change, you need a new oil.

• Canceled: As configured workflow, as well as permission levels, only users with Administrator profile in the purchase application or the user author of the purchase order application (with Buyer profile), can cancel or change generated orders.

Draft: Requests available for editing (action that will be performed by users with Requester permission level);

Pending Approval: Request pending approval (action that will be performed by users with permission level Approver);

Returned: Request returned by Approver (and available for editions);

Waiting ERP: Awaiting ERP validation (a company's external system, used at some stage of the supply chain and integrated with Nimbi), to continue the approval flow;

Approved: Approver has already accepted;

Cancelled: Request canceled (action that will be performed by users with Buyer and/or Approver permission level).

Important:

By Workflow definitions, users with profiles: Buyers and Administrators can also Approve and / or Return buy Requests.

Navigate to My To-Dos > Orders > Order Lists which will be displayed at the bottom of the screen, pending and click on the desired order.

If you would like to see more information about the item, click on its ERP Code, a # followed by a number.

After reviewing all required information, click Accept or Refuse.

In the Accept Order popup, enter your referral code, if any; and a comment, if necessary.

Just below, you will find the available orders in a list and if you want to Download orders, select it through the selection box and click Download Order.

Important: When attempting to accept the order, if it is a Follow Up order, go to the Items panel > Select the Follow Up option > Select the desired order > click the Complete Step link to complete the acceptance step.

Remark: If you wish to return, after clicking on the respective button, you must inform the reason for the return and include a comment. Finally, click Confirm to complete the action.

If you wish, you can accept multiple orders in the received orders list, select the orders you want to accept and click the link > Accept.

If all selected orders are in Pending Acceptance status, a popup will appear to add a comment and click Confirm.

Remark: In bulk acceptance, it is not possible to include a reference code for orders.

Navigate to My Historic > Follow-Up > scroll down and the list of items will be displayed, locate and click on the desired order.

Important: For the order to have the status of Approved - Accepted on the Orders tab, it is necessary that all order items have been accepted on the Follow-Up tab.

In the list that will be displayed at the bottom of the screen, locate the desired order and click on the link in the "Code" column.

In the Current Status panel, click + Actions > Accept.

If you wish, you can accept orders through the My Historic > Orders tab;

Remark: In bulk acceptance, it is not possible to include a reference code for orders.

To archive orders, navigate to My Historic > Orders, scroll the mouse cursor down until you see the order list;

Select the orders you want to archive and click on Archive Orders;

The Pop-Up message will be displayed and after its confirmation the order will be archived.

Note: After you archive the list orders, they will not be displayed in the standard search.

To view the archived orders, it is necessary to consult them through the Advanced Filter and then select the option > View archived orders.

To unarchive the order, simply select the desired order and click on the link > Unarchive.

If you want to use the actions in the Download the order and Accept list, just follow the same procedure, selecting the order and clicking on the desired link.