Procurement Log

What it does

The Procurement Log provides detailed tracking for all procurement items in your project. It shows each item's status, estimated dates, tracking numbers, attached documents, and notes — giving you a single view of everything on order.

Viewing the log

Each row represents a procurement item with its description, status, estimated date, quantity, and tracking number.
Click a row to expand it and see line item details.
Use search to filter by description, status, or tracking number.
Use status filters to show only items in a specific state.

Item statuses

Procurement items can have the following statuses:

Pending Approval, Approved, Not Approved
Ordered, In Production, Shop Drawings, Released
On Hold, In Transit, Partially Delivered, Delivered, Installed
Cancelled, Past Due, Issue

Actions

Edit status — change an item's status with optional notes.
Add note — attach a comment to any item.
Upload document — attach PDFs or images (receipts, shipping docs, etc.).
Send email — send a followup or inquiry about an item.
View tracking — update tracking information and estimated dates.
Bulk status update — select multiple items with checkboxes and update their status at once.
Print — print selected items or the entire log.