Getting Started: Society Procurement Checklist

Getting started: society procurement checklist

• Enable Procurement marketplace module for your society (platform admin / entitlements).
• Confirm service categories match your typical vendors (security, lift AMC, housekeeping…).
• Draft a service request: title, scope, quote deadline, visibility.
• Publish — RFQ appears on the vendor marketplace for matching categories.
• Wait for quote deadline (auto-closes) or review early submissions.
• Shortlist top quotes; optionally create a vendor selection poll.
• Award with documented reason if not lowest price.
• Create contract: signatories, payment milestones, lock, collect signatures.
• Track milestone invoices; mark paid after bank transfer.
• Rate vendor after contract completion.

Detailed steps: Admin: create a service request