Procurement Cockpit¶
This section provides an overview of the key workflows in the Procurement Cockpit module.
Useful documentation links¶
Procurement Cockpit — Module overview
Demands — Managing demands
Worklist — Listings tab — Evaluating and selecting listings
Setting offer prices — Setting custom offer prices
Exporting listings — Exporting listings
Procurement Cockpit — Frequently asked questions
Evaluating a supplier package¶
Navigate to Procurement Cockpit → Supply and upload a supplier listing as a CSV file with a package name and supplier.
Go to Procurement Cockpit → Worklist → Listings and select the uploaded package.
Review the KPI cards at the top to see the total offer price, FMV, and average market prices.
Sort listings by ROI or activity to identify the most attractive items.
Click on a listing row to view the detailed market evaluation including transaction history and price recommendations.
Use the checkboxes to select the parts you want to pursue and set custom offer prices where needed.
Compare the Selected Parts KPIs against the Full Package KPIs to assess the value of your selection.
Click Export selected parts to download your selection as a CSV file.
Managing procurement demands¶
Navigate to Procurement Cockpit → Demand and upload a CSV file with your required parts, specifying a reason and priority.
Go to Procurement Cockpit → Worklist → Demands to see all demands.
Click on a demand to view matching supply from uploaded packages.
Review the market evaluation for each part to understand pricing and availability.
Use the Has matches filter to focus on demands that have available supply.