Procurement tracking helps teams monitor where products are in the ordering, shipping, delivery, and installation process.

This creates visibility across procurement teams, designers, project managers, receivers, and installers.

Procurement Tracking Fields

Products include procurement tracking fields that can be updated throughout the lifecycle of an item.

Common tracking fields include:

• lead time

• approved date

• ordered date

• PO sent

• estimated ship date

• actual ship date

• estimated delivery date

• delivered date

• install date

• tracking number

• freight company

Updating Procurement Information

Procurement details can be updated directly within each product.

Teams often update tracking information after vendor confirmations, freight updates, warehouse receiving, or installation scheduling.

Using Procurement Tracking Operationally

Tracking fields help teams:

• monitor shipping timelines

• identify delayed items

• coordinate installations

• communicate updates internally

• prepare receiving teams

• manage procurement reporting

Procurement Tracking in Exports

Tracking information can be included in PDF schedules and reports.

This allows teams to create operational schedules for procurement coordination, installations, and vendor communication.

Best Practices

• update tracking dates consistently

• record freight information as soon as available

• review delayed items regularly

• use exports during procurement meetings

• keep estimated and actual dates separate

Operational Tip

Consistent procurement tracking reduces missed deliveries, installation delays, and internal communication gaps.