Getting Started with Procurement in Kinexa Logi

Getting Started with Procurement

Kinexa Logi is the procurement module for managing suppliers, purchase requisitions (PR), purchase orders (PO), goods receipt, and supplier evaluation.

Step 1: Activate the Module

Login to the Kinexa dashboard and activate the Logi module from settings.

Step 2: Add Suppliers

1. Go to Logi > Suppliers
2. Click + New Supplier
3. Fill in: company name, contact person, email, phone, address
4. Add bank details for payment processing
5. Set supplier category (materials, services, equipment, etc.)
6. Click Save

Step 3: Create a Purchase Requisition (PR)

A PR is an internal request to purchase goods or services:

1. Go to Logi > Requisitions
2. Click + New Requisition
3. Fill in: requester name, department, required date
4. Add line items: item description, quantity, estimated unit price
5. Attach supporting documents if needed
6. Click Submit for Approval

Step 4: Approval Workflow

PRs go through an approval process:

• Draft — Requester is still editing
• Pending Approval — Waiting for manager review
• Approved — Ready to convert to PO
• Rejected — Returned with comments

Approval rules can be configured in Logi > Settings > Approval Rules based on amount thresholds and departments.

Step 5: Convert PR to PO

Once a PR is approved:

1. Open the approved PR
2. Click Convert to Purchase Order
3. Select the supplier
4. Review and adjust prices, quantities, and delivery terms
5. Click Send to Supplier

Key Features

• Supplier database with performance ratings
• Multi-level approval workflows
• PR to PO conversion with full traceability
• Budget checking against department allocations
• Document attachment at every stage