Procurement planning

Procurement compares protocol requirements with available inventory and configured supplier items.

Readiness states

State	Meaning
Inventory ready	Available stock covers the calculated requirement.
Shortfall	Some required quantity is not available.
Supplier configuration required	A required catalog item has no usable supplier item.
No priced item	Supplier options exist but cannot support an automatic cost calculation.

Batch and sample procurement

Open procurement from the relevant batch or sample to review requirements, available stock, shortfalls, supplier choices, package sizes, and proposed purchase quantities.

The calculated purchase quantity may be rounded up to whole supplier packages. Verify unit conversions, concentration effects, waste assumptions, and lead time before creating an order.

Purchase workflow

1. Confirm catalog and supplier-item mappings.
2. Review calculated quantity and selected supplier.
3. Create the purchase or purchase order record.
4. Update status as ordering progresses.
5. Receive delivered quantities into inventory lots.
6. Assign receiving location, lot identifiers, expiration, and notes.
7. Record discrepancies or quarantined material according to procedure.

Limitations

Procurement readiness depends on configuration quality. A green status does not confirm supplier availability, shipping time, material suitability, or approval to purchase.