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Once the client has approved a scheme, the job stops being design and starts being logistics. The Procurement view is where that lives: what has been ordered, from whom, when it ships, and where it is right now.

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The columns

Two layout buttons at the top right switch between a table and a card grid. The grid shows product images, which helps when you are checking off a delivery against what is on the truck.

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The rhythm

1

Approved items appear on the Overview

The project Overview’s Ready to order card counts everything the client has approved that nobody has ordered. That is your procurement to-do list.
2

Raise the purchase order

A PO carries your studio details from Settings → Studio and the ship-to address from the project.
3

Record the order

Set the status to Ordered, fill in the PO number and order date, and put the vendor’s promised date in Est. ship.
4

Track it

When the vendor ships, move to In transit and add the tracking number and carrier.
5

Receive and install

Delivered on arrival, Installed once it is in place.
6

Bill it

Invoiced, then Paid.

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Editing

Cells edit in place, and the Detail drawer’s Procurement tab holds the same fields with more room. Select several rows with the checkboxes to update them together — useful when one vendor ships six items on one consignment and they all get the same tracking number.
Group by vendor before an ordering session. Organize lets you do it, and it turns a scattered schedule into one purchase order per supplier.

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What the client sees

A shared schedule shows status, so clients can answer where is my sofa without emailing you. Estimated ship and delivery dates give them a date to plan around.