Mercell Procurement Planning is a tool for managing organisational
procurement needs and creating plans to implement those projects. It
allows you to monitor the progress of plans and their related purchases.
Key Components
The tool facilitates communication and coordination between staff
proposing a need and those planning the procurement.
Component | Function | Details |
Inquiries | Communicates a procurement need from a staff member to a procurement planner. | System forms with tailored templates (created in the Library) to ensure all necessary information is provided. Includes basic info, targets, attachments, links, and a proposed designer/handler. |
Plan | A description of a larger procurement project, often compiling multiple Proposals. | Contains acquisition targets, categories, related tenders/purchases (from other Mercell modules), notes, comments, schedules, and a monitoring report. Plans are assigned to designers for management. |
Calendar | Provides a master view of all planned acquisitions. | Plans, individual tenders, and purchases can be published here to monitor overall progress. Includes filtering options. |
Libraries | System administrators use the libraries from their specific locations to control organisation-wide standards. | Used to create and maintain Proposal/Plan, Templates, Form Items (the building blocks of forms), Categories (for classification), Schedule |
Messaging & | Communication tools that | Used for things like |
Core Functionality: What You Can Do
Mercell Procurement Planning enables you to:
Create and manage Proposals and Plans.
Combine Proposals, Tenders, and Purchases within a Plan.
Assign Plans and Proposals to designers, who can reassign them and change their status.
Add Notes (visible only to the user) and Comments (visible to all users) to Plans.
Create and publish a Schedule for a Plan to the Calendar.
Send messages and surveys related to a Plan.
Maintain all organizational templates and categories in the Library.
Receive Alerts on your home page or via email for new assignments, status changes, comments, and survey responses.
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