Purchases, Vouchers, & Inventories - Canvass Summaries

Welcome to Citicon Payroll and Accounting Systems - Canvass Summaries module. This module is designed to centralize and streamline the process of collating and comparing vendor quotations for requested items, ensuring optimal purchasing decisions.

Key Purposes

Optimal Procurement Decision-Making: Facilitates comprehensive price comparison across vendors, enabling cost reduction, effective vendor evaluation, and stronger negotiation leverage for informed purchasing choices.
Enhanced Financial Control: Ensures that proposed purchases adhere to allocated budgets, preventing overspending and promoting fiscal responsibility.
Transparency & Regulatory Compliance: Provides clear documentation of the vendor selection process, ensuring fairness, accountability, and adherence to all internal and external procurement guidelines.
Streamlined Procurement Workflow: Organizes and centralizes critical vendor information, thereby increasing the efficiency of the purchasing process.
Comprehensive Record Keeping: Maintains a detailed historical record of vendor offers and comparisons, serving as a valuable reference for future sourcing and auditing.

Canvass Summaries Module User-Manual

This section provides details, and set-by-step instructions to view, and access the Canvass Summaries module.

Index Page

To access the Canvass Summaries. Go to Accounting, select Purchases, Vouchers & Inventories, then select Canvass Summaries.

a. Adjust the paging, ordering, and sorting of the entries here.
b. Select the respective button to either Add or Approve entries.
c. Search for specific entry details using the search bar.
d. Select this button to either View, Export, or Create a Purchase Order for the entry.
e. Select an entry here to view the Purchase Requisition linked to a specific Canvass Summary entry.

Add Entry

Select the Add button to add a new entry.
Select an entry from the list, then select the CREATE button.
Input the necessary details for your new entry.

All fields that has an asterisk (*) are required to be filled up.
Select the Save button to save your new entry.

Update Entry

Select the folder button of the entry which you want to edit.

Only entries that haven't been submitted may be updated/edited.
Select the Edit button to update the details of the entry.
Select a detail section which you want to edit, and enter the necessary changes.
All fields with an asterisk (*) are required to be filled up.
Select the Save button to save the changes you have made.

Show Entry

Select the folder button to view an entry.
Here you can view more specific details on the entry that you selected.
Select this button to Export the entry in PDF.
Select this button to create a Purchase Order entry.

Submit Entry

Select the Batch Approvals button to submit an entry.
Select the For Submission tab.
Select the entry that you want to submit.
Select the Submit button to submit the entry. In cases where you want to delete a entry, select the entry you want to delete, then select the Delete button. To view the details of an individual entry, select the folder button and from here, you may either Edit, Delete, Submit, or Cancel the entry.

Check Entry

Select the Batch Approvals button to check an entry.
Select the For Checking tab.
Select the entry that you want to be checked.
Select the Check button to check the entry. In cases where you want to return a entry, select the entry you want to return, then select the Return button. To view the details of an individual entry, select the folder button and from here, you may either Return, Check, or Cancel the entry.

Approve Entry

Select the Batch Approvals button to approve a entry.
Select the For Approval tab.
Select the entry that you want to approve.
Select the Approve button to approve the entry. In cases where you want to return a entry to submission section, select the entry you want to return, then select the Return button. To view the details of an individual entry, select the folder button and from here, you may either Return, Approve, or Cancel the entry.

Explore Citicon Payroll and Accounting System: Accounting - Purchase Orders (Items)