Procurement & suppliers

Spreadsheet tracker for needs ordering → ordered → received, plus supplier catalogue and PO control.

Refresh low-stock ──► Needs ordering (oos) ──┐
Refresh expired   ──► Needs ordering (exp) ──┼──► Items ordered ──► Items received
+ Add row (manual)──► Needs ordering       ──┘         │
                                                       │
                       Not needed ◄────────────────────┘
                         (any pending row)

Tracker

Procurement → Tracker is a single grid. Edit cells inline (each save is audited). Filter by Status / Route / Urgent; search item, PO, or comments.

Colour / status	Meaning
White — Needs ordering (oos)	From low stock
Blue — Needs ordering (exp)	From expiring/expired inventory (≤90 days)
Amber — Items ordered	PO / ordered date / R12 requisition
Green — Items received	Received date or quantity
Grey — Not needed	Marked not required
Red (Urgent column)	Row marked urgent

Procurement tracker grid with status colours and bulk actions — Tracker: status, item, lab, project, supplier, catalogue #, price, qty. Footer shows row count, Refresh low-stock / expired-stock, Export CSV, Add row, and bulk actions (enabled when rows are selected).

Refresh and export

Open the tracker — low-stock rows sync automatically.
Refresh low-stock rows / Refresh expired-stock rows (optional Include transfer demand).
Export CSV.

Bulk actions

Select rows (checkbox / select-all).
Mark as not needed — status → Not needed.
Copy selected — new pending row; clears PO/requisition/ordered/received dates and qty; keeps item/qty/price/need kind.

Edit locks

Stage	Locked	Unlock by
Ordered	Entry fields (item, qty, supplier…)	Clear ordered date and PO/requisition
Received	Ordered details + entry	Clear received date / qty received

Comments stay editable. Clear later-stage fields to unlock earlier ones. Route can be R12, Manual PO, or Other; Manual PO does not require an R12 requisition.

Suppliers and catalogue (admin)

Edit Data → Supplier — list, add, edit, or activate/deactivate.
Edit Data → Manage Supplier Catalogue — SKU, price, pack.
Manage Supplier Approvals — one default supplier per reagent.
Change Default Supplier for a reagent without opening the full catalogue.

Suppliers list with Add supplier, Edit, Deactivate — Edit Data → Supplier. Deactivating hides the supplier from new bookings; existing stock is not changed.

PO / receipts (admin)

Procurement → PO / receipts / invoice — PO header and lines, goods receipts, approval and invoice. Book-in with the same PO reference to link inventory.

Procurement control purchase order form — Open an existing PO or create a header (reference, supplier, requisition, quote, budget, urgency, ordered date, fulfilment status).

Below-minimum stock

Use the tracker (refresh low-stock) or Reports → Inventory → Reagents below minimum stock. The dashboard Low Stock Reagents card is the live count.

Procurement → Reorder forecast and Supplier performance download as XLSX.