Procure materials from the BOQ

Open the bill and tick the positions whose materials you are ready to order. Their quantities flow straight into the requisition, so you buy what was priced rather than a fresh back-of-envelope figure.

Why: Ordering off the estimate keeps every purchase pinned to the budget. Any drift between what was priced and what gets bought shows the moment it happens, not months later at the final account.

In Procurement, raise a requisition from those positions and route it for approval. It captures what is needed, in what quantity and by when it must be on site.

Why: The requisition is the controlled step between a site need and committed spend. It gives the buyer and the approver a single document to check, so nothing gets ordered on a verbal say-so.

Convert the approved requisition into a purchase order, choose the supplier and their catalogue price, and issue it. The order carries the lines, the agreed prices and the delivery date.

Why: A purchase order is a legal commitment, not a wish list. Raising it from the requisition keeps quantities and prices consistent all the way from estimate to spend, with no silent edits in between.

When the lorry arrives, book in what physically turned up against the order. Short loads and over deliveries are flagged straight away so the invoice can be checked against goods actually received.

Why: Receiving joins the dots between ordered, delivered and invoiced. It is the check that means you pay for what landed on site and catch the wrong or short delivery before finance settles it.