A Procurement Book gathers all items assigned to a specific supplier so they can purchase, price, or verify everything they’re responsible for. Each book is built around one supplier and includes the schedules and details you choose to share.
Create a Procurement Book
In the Books tab, select Create new book.
Choose Procurement Book and select Next.
Select the supplier you want to build the book for, then choose Next. You can select or deselect any of the following:
Index Page: A list of all pages included in the book.
Room Schedule: Items organized by Room, Space, and Location.
Item ID Schedule: Items organized by Division.
If there are item details you do not want to share (such as SKU or Manufacturer), deselect them for each schedule type you include.
Name your book. If you want a custom cover, choose one from the Cover dropdown. Select Create.
Export and Share
After the book is created:
It will appear in your list of Books. Open the options menu and select Create PDF.
When processing is complete, the PDF will appear in your Documents tab, where you can download it or generate a link or QR code.