Site owner: first day
- Deploy procurement-hub.sppkg to the tenant App Catalog.
- Add Chronodat Procurement Hub to a modern full-width page, or sync it to Teams.
- Run Setup and confirm Settings lists every required list.
- Add people to the four SharePoint groups, or assign them under Settings, then Security.
- Ask a tenant administrator to approve Mail.Send if the site will send Graph email.
Administrator: prepare the register
- Add clients, projects, vendors, categories, currencies, and document types.
- Set category defaults for the category buyer and the logistics coordinator.
- Attach form templates to categories that need extra fields.
- Review phases and statuses so they follow the lifecycle order.
Buyer: one request
- From the dashboard or All requests, choose New request.
- Complete initialization: client, category, buyers, dates, and amount. Save. The request number is assigned on save.
- Advance one phase at a time. Invite vendors and capture bids, compare submissions, award a vendor, record purchase orders, logistics, and accounting.
- Upload quotes, approvals, and supporting files to RequestDocuments and tag the request and document type.
- Close the request. It remains as a historical record.
Report
Open Reports, pick columns from requests, vendors, clients, or categories, and export the result. The dashboard remains the place to see open work, vendor-process work, closed work, and phase distribution.