CRMconnect Azuvio · Docs

Buyer — Procurement Specialist

Department: Acquisitions
Level: Senior Operational
Primary objective: Achieve the best quality-price-lead time ratio through structured sourcing and rigorous supplier selection

What this role does

The Buyer is the strategic core of procurement — organises supplier competition through RFQs, compares quotations, selects the winner, negotiates framework contracts, and keeps the item and supplier catalogue current. They work with existing suppliers and seek new ones for the categories they manage.


Modules used daily

Module Where to find it What you use it for
RFQ — Requests for Quotation Acquisitions → RFQ Organise supplier competition
Received Quotes Acquisitions → Received Quotes Compare and select the winner
Purchase Orders Acquisitions → Orders Convert selected quote to PO
Purchase Contracts Acquisitions → Contracts Negotiate and archive framework agreements
Vendors Acquisitions → Vendors Supplier relationship database
Vendor Item Catalogue Acquisitions → Vendor Catalogue Prices and SKUs per supplier
Purchase Items Acquisitions → Items Internal catalogue of purchased items
Purchase Categories Acquisitions → Categories Category structure you manage
Attributes & Groups Acquisitions → Attributes Define item technical specifications
Vendor Portal Monitor supplier activity in portal

Weekly routine

Monday — sourcing planning

  1. Review open RFQs without complete quotation → contact suppliers who haven't responded
  2. Check Contracts expiring in 60 days → plan renewals
  3. Identify frequently purchased items without framework contract → candidates for negotiation

Daily — process quotes and select

  1. Received Quotes → new quotes to compare and select
  2. For each RFQ with all quotes received → compare on price, delivery lead time, terms → select winner → convert to PO
  3. Notify the Clerk to issue the PO (or issue it directly yourself)

Periodically — catalogue and suppliers

  1. Update negotiated prices in Vendor Item Catalogue after each negotiation
  2. Add newly qualified suppliers to Vendors with all data and documents
  3. Review Categories and Attributes — ensure new items are correctly classified

Key workflows

Workflow 1 — Competitive sourcing via RFQ

Procurement need (from approved request or own initiative)
→ Acquisitions → RFQ → Add
→ Fill in: items, quantities, response deadline
→ Select invited suppliers (min. 2-3 from same category)
→ Send → suppliers receive notification

Suppliers respond in Vendor Portal:
  → Create quotation with prices, terms, validity date
  → Quotation appears automatically in Received Quotes

You compare received quotations:
→ Check: unit price, delivery lead time, payment terms, offered quality
→ Select winner → approve quotation → convert to PO
→ Other suppliers receive rejection notification (optional)

Workflow 2 — Negotiate and create framework contract

Supplier from whom you frequently buy items in the same category
→ Analyse order history (volume, frequency, annual value)
→ Negotiate: unit price at different volumes, payment terms, delivery SLA
→ Acquisitions → Contracts → Add
→ Fill in: supplier, category, items, negotiated prices, period, conditions
→ Attach signed contract (PDF)
→ Update prices in Vendor Item Catalogue

Going forward:
→ Clerk creates POs directly at contract prices
→ You are alerted when contract expires → renew or withdraw

Workflow 3 — Qualify new supplier

Identify a potential supplier for a category
→ Acquisitions → Vendors → Add
→ Fill in basic data: name, VAT, address, contact, terms
→ Attach: registration certificate, quality proof (ISO, etc.)
→ Activate Portal access (Contacts tab) → supplier receives credentials

Pilot RFQ:
→ Include new supplier in first RFQ from that category
→ Evaluate quotation, response time, offer quality
→ If they win → pilot PO → evaluate delivery → add to preferred suppliers

Vendor item catalogue:
→ Acquisitions → Vendor Item Catalogue → Add
→ Map internal items to this supplier's SKUs and prices
→ On future orders, Clerk automatically sees the correct price and SKU

Workflow 4 — Renew expiring contract

Alert: Contract expires in 60 days
→ Analyse supplier performance in last 12 months:
  - On-time deliveries (% of orders with ETA met)
  - Quality delivered (number of debit notes issued)
  - Portal responsiveness (average PO confirmation time)
→ If performance is good: negotiate renewal directly (with any price updates)
→ If performance is poor: launch competitive RFQ for category
→ Update contract or create a new one → attach signed document
→ Update prices in Vendor Item Catalogue

Comparing quotations — what to analyse

When you have multiple quotes on the same RFQ, don't look only at price. Evaluate fully:

Criterion What to check
Unit price Net price per item, excluding VAT
Delivery lead time Days from PO confirmation to delivery
Payment terms 30/45/60 days, advance required
Minimum order quantity Minimum accepted order
Quote validity How long the price is valid
Supplier history Past performance from the system

A supplier with the lowest price but 45-day delivery lead time may cost more than one 5% more expensive that delivers in 5 days, if you have critical stock levels.


Key metrics

Metric What it means Target
Negotiated savings Difference between initial and won price Monthly report to Manager
RFQ cycle time From RFQ launch to PO issued < 5 working days
Supplier participation rate % of invited suppliers who responded to RFQ > 70%
Expired unrenewed contracts Active framework contracts that lapsed 0
% spend on contract From total purchases, how much is at negotiated price > 60%

Practical tips

Launch the RFQ with a realistic response deadline. Suppliers need at least 3-5 days for complex quotations. Too short a deadline reduces participation and quote quality.

Document the reason for selection. When selecting the winner, add a note in the platform with the justification — not just the price, but also terms and history. Audits and internal disputes will arise.

Update prices in the Catalogue immediately after negotiation. If the Clerk creates a PO with the old price, you generate a discrepancy at the supplier's invoice.

Don't create a contract for every supplier. Framework contracts make sense for suppliers with > 6 transactions/year or high values. For occasional purchases, RFQ + PO is sufficient.

Tip

Update the Vendor Items Catalogue immediately after any price negotiation — if the Procurement Clerk creates a PO with the old price, you generate a three-way match discrepancy at the supplier's invoice that takes hours to resolve.

Note

Framework contracts make sense for suppliers with more than 6 transactions per year or high annual spend. For occasional purchases, the RFQ + PO flow provides equivalent compliance documentation without the overhead of contract management.