How it works

Catalogue → Order → Delivery → Match

The procurement loop, in five steps. Set up takes a week. The daily workflow takes minutes.

STEP 01

Set up suppliers and the catalogue

We import your existing price lists and supplier records. Each item gets a primary supplier plus optional alternates, with the agreed unit prices and quantity bands attached.

  • CSV / Excel price-book import
  • Per-item supplier mapping with alternates
  • Quantity bands, units, and pack sizes
  • Contract expiry dates with renewal alerts
HARTWELL Order Portal
J-204 — Northfield Yard
James B.
JB

Chemicals

16 items
Foam Gun Applicator (Steel)
CHM-0014 · Each
Global
Trent Supplies £17.46
2
Expanding Foam Can with Nozzle
CHM-0015 · Each
Global
Brackman Hardware £3.75
0
Foam Gun Cleaner 500ml
CHM-0016 · Each
Global
Trent Supplies £3.07
0
Expanding Foam Can — Dual B3
CHM-0017 · Each
Global
Trent Supplies £4.56
0
Skeleton Caulking Gun
CHM-0018 · Each
Global
No supplier price yet
0
Grease Gun, Lever Action
CHM-0019 · Each
Global
Trent Supplies £12.09
0
Catalogue editor
STEP 02

Staff place orders against job codes

Team members log in, browse the catalogue, and add items to the basket. Before submission, every order is tagged to a job code — captured once and stamped on every line.

  • Catalogue search by name, code, supplier, or recent
  • Job code captured on submit, not after the fact
  • Quantity steppers with gloved-hand tap targets
  • 'In basket' badges prevent duplicate adds

Order Basket

3 items · 2 suppliers
Expanding Foam Can with Nozzle
Brackman Hardware · £3.75/Each
6
£22.50
Foam Gun Applicator (Steel)
Trent Supplies · £17.46/Each
24
£419.04
Foam Gun Cleaner 500ml
Trent Supplies · £3.07/Each
3
£9.21
Total£450.75
Order basket
STEP 03

Orders route to suppliers as structured POs

When the order goes out, Intendant splits it by supplier and generates a clean purchase order for each. Suppliers see exactly what's ordered, where it's going, when it's needed.

  • One PO per supplier, auto-numbered
  • Delivery address pulled from the job
  • Required-by date captured at order time
  • Buyers see all open POs in one view
HARTWELL Order Portal
J-204 Northfield
James B.
JB
Recent orders · Last 30 days
OPEN PART DELIVERED OVERDUE
ORD-J204-018 OPEN Submitted 22 Mar 2026
James B. Required: 24 Mar
PO-015 PART DELIVERED Submitted 18 Mar 2026
S. Patel Required: 20 Mar 12 / 24 received
ORD-J204-012 COMPLETE Submitted 11 Mar 2026
James B. Required: 13 Mar £1,842.40
ORD-J187-007 OVERDUE Submitted 08 Mar 2026
M. O'Connor Required: 15 Mar
Open POs
STEP 04

Deliveries arrive — dockets captured on arrival

The driver or site contact uploads a delivery docket photo from their phone. The system reads quantities off the docket and links them to the originating order.

  • Photo upload from any phone
  • Auto-link to the original order by reference
  • Part deliveries tracked at the line level
  • Overdue deliveries flagged in red
Delivery docket PART DELIVERED
DN-TP-44182 23 Mar 2026 · 10:42
Timber stud 89 × 38mm 24/24
OSB3 18mm sheet 6/6
Plasterboard 12.5mm 8/12
Linked to ORD-J204-015 📷 PoD photo attached
Proof of delivery
STEP 05

Invoices match against POs

When the supplier invoice lands, accounts pulls it into Intendant. Lines are matched against PO and docket. Discrepancies surface immediately — quantity mismatches, price drift, ghost items.

  • Three-way line match: PO ↔ docket ↔ invoice
  • Price drift checked against agreed price book
  • Flagged invoices held for review, not paid
  • Approved matches push to your accounts tool
3-way match · INV-4421 1 FLAG
PO PO-015
DOCKET DN-4418
INVOICE INV-4421
Extracted & matched
Supplier Travis Perkins
Net total £1,842.40
VAT 20% £368.48
Lines 3 of 3
Price drift 1 line · £4.20
→ Xero · Sage · QBO Ready
Invoice reconciliation
Role-based access

Everyone sees what they need. Nothing they don't.

ROLE 01

Site managers

Place orders against assigned jobs. Track open deliveries.

  • Catalogue search
  • Order basket
  • Own order history
  • PoD uploads
ROLE 02

Buyers

Full order visibility. Manage suppliers, catalogue, and price books.

  • All open POs
  • Catalogue manager
  • Supplier price books
  • User access
ROLE 03

Accounts

Match invoices, reconcile deliveries, produce spend reports.

  • Invoice match
  • Delivery dockets
  • Spend reports
  • CSV export
ROLE 04

Admins

Org-wide settings, integrations, audit logs, retention policies.

  • User & role admin
  • Accounting integration
  • Audit log
  • Data retention

Want to see your workflow in it?

Send us your current process — phone, email, spreadsheet — and we'll show you the same thing in Intendant.