6.1 - Procurement (Ordering materials)

In this article

What is procurement?

When a project has been accepted onto site, if you are a self-delivering contractor, you will need to start ordering materials. This video covers the processes and workflows around ordering materials in Chalkstring.

By the end of the video, you will know how to filter the list of materials you require, add materials to an order, confirm orders, send orders to your suppliers and edit orders. It also covers how to manage delivery charges and call-off orders.

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Procurement

Using the search and filters on a material bill

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Creating material orders

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How to confirm material orders

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How to edit and cancel material orders

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Swapping materials and princes in the material bill

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Adding contingency materials to a project

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Using deliveries and the delivery schedule

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Test your learning

Now that you have learned more about procurement, try them out for yourself. The following activity documents contain practice examples to apply what you've learned.

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