BusinessPre-alpha
Purchase & HR
Covers Purchase (procurement) and Employees (HR directory). These apps are largely independent — HR does not drive purchase workflows today.
Purchase
Prerequisites
Products, Contacts, Invoicing, Purchase.
RFQ to payment
- Create RFQ — select vendor, add product lines.
- Send RFQ to vendor (status RFQ Sent).
- Confirm → Purchase order.
- Vendor bill — draft bill auto-created when PO is confirmed (Invoicing).
- Post bill, then register payment to pay the vendor.
See Procure-to-pay for the full path.
Key screens
| Menu | Purpose |
|---|---|
| Requests for quotation | Draft RFQs |
| Purchase orders | Confirmed POs |
| Vendor bills | In Invoicing app |
HR (Employees)
Prerequisites
Contacts, Employees (hr).
What it does
- Employee records linked to users and partners
- Departments and job positions
- Org hierarchy (manager → reports)
What it does not do (pre-alpha)
- Payroll
- Attendance or leave
- Recruitment pipeline
Use HR as a company directory, not a full HRIS.
Reports
Purchase and employee lists may support CSV/PDF export when Report is enabled on views.
What needs an engineer
- Approval workflows on POs
- Inventory/receipt integration (not shipped)
- Payroll or time tracking