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Botree PMS
Procurement & Invoice Management System
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Botree PMS
Procurement System
Dashboard
Overview
🔔
📋 Recent Requests
View all
⏳ Needs My Action
View all
📊 By Status
🏷️ By Category
All statuses
Draft
Pending Manager
Approved
PO Generated
Rejected
+ New Request
⏳ Pending
0
✅ Resolved
📋 All
All statuses
Draft
Pending Manager
RFQ In Progress
Approved
Rejected
All Depts
Sales
IT
HR
Finance
Operations
Marketing
All Types
Billable
Non-Billable
🔴 Needs RFQ
📤 Sent
📥 Quotes
All
Generated
Sent
GRN Done
Invoice Pending
Paid
📦 GRN
🧾 Invoices
🔍 Matching
🧾 Bills
💳 Payments
📊 Budgets
All
Active
Invited
Inactive
📧 Invite
+ Add Vendor
All
Hardware
Software
Services
Office
Other
+ Add Item
📈 Monthly Spend
🏷️ By Category
🏢 Vendor Performance
🏗️ By Department
All actions
Created
Approved
Rejected
RFQ Sent
PO Generated
👤 Users
🔑 Roles
⚙️ Settings
📋 New Purchase Request
×
All fields marked
*
are required. Reporting tags enable finance tracking and Zoho export.
Basic Information
Title *
Priority *
Normal
High
Urgent
Low
Category *
Select…
Software Licenses
Cloud Services (AWS/Azure/GCP)
SaaS Subscriptions
Development Tools
IT Hardware
Networking Equipment
Server & Storage
Professional Services
Consulting
Training & Certification
AMC / Support Contracts
Office Supplies
Furniture & Fixtures
Facility Maintenance
Marketing & Advertising
Events & Conferences
Travel & Logistics
Other
Description / Business Justification *
Billing & Client
Billable Type *
Non-Billable (Internal)
Billable (Client Project)
Client Name *
Project / PO Reference
Line Items (What you are purchasing)
Item / Description
Category
Qty
Unit
Est. Rate (₹)
Total (₹)
+ Add Item
Estimated Total:
₹0
Reporting Tags (Finance Mandatory)
Department *
Select
Sales
IT
HR
Finance
Operations
Admin
Marketing
Product
Customer Success
Cost Type *
Select
Direct Cost
Indirect Cost
Segment *
Select
Enterprise
SaaS
VAS
Analytics
General
Product *
Select
SFA
DMS
Flexi
Analytics
General
Preferred Vendors & Notes
Preferred Vendor (optional)
No preference
Required By Date
Additional Notes
Cancel
Save Draft
Submit for Approval →
Approval Decision
×
✅ Approve
❌ Reject
Escalate to CEO
Recommend CEO approval for this request
Remarks
(required for rejection)
Cancel
Select a decision first
📋 Send Request for Quotation
×
Quote Due Date *
Delivery Required By
Select Vendors to Invite *
Technical Specifications / Notes to Vendors
Cancel
📤 Send RFQ
💰 Enter Vendor Quote
×
Vendor *
Select vendor
Total Quote Amount (₹) *
Delivery Days *
Warranty / SLA
Item-wise Breakdown
Vendor Notes / Terms
Cancel
Save Quote
⚖️ Compare Quotes & Award Vendor
✨ AI
×
Cancel
✅ Award & Generate PO Draft
🏢 Add Vendor
×
Company Details
Vendor Name *
Category *
Select
IT Hardware
Software Licenses
Cloud Services
Professional Services
Office Supplies
Furniture
Marketing
Logistics
Consulting
Other
GSTIN
PAN
MSME Status
Not Applicable
Micro
Small
Medium
Website
Contact
Contact Person *
Email *
Phone
Alternate Email
Bank Details
Bank Name
Account Number
IFSC Code
Account Type
Current
Savings
Notes
Cancel
Add Vendor
📧 Invite Vendor to Onboard
×
The vendor will receive an onboarding link to fill in company details, bank account, GSTIN, KYC documents and submit for approval.
Vendor Name *
Email *
Phone
Category
Select
IT Hardware
Software Licenses
Cloud Services
Professional Services
Office Supplies
Other
Message (optional)
Cancel
📧 Send Invite
📦 Add Catalog Item
×
Item Name *
Category *
Select
Hardware
Software
Services
Office
Other
Unit *
Units
Licenses
Nos
Sets
Months
Years
Hours
Contract
Lot
Standard Rate (₹)
HSN/SAC Code
GST Rate (%)
Description
Cancel
Save Item
📦 Record Goods Receipt (GRN)
×
Receipt Date *
Delivery Challan / Docket No.
Items Received
Received By
Inspection Status
Accepted
Partially Accepted
Rejected
Remarks
Cancel
✅ Confirm GRN
🧾 Record Vendor Invoice
×
Invoice Number *
Invoice Date *
Invoice Amount (₹) *
GST Amount (₹)
TDS Deductible (%)
Net Payable (₹)
Match Type
2-Way Match (PO + Invoice)
3-Way Match (PO + GRN + Invoice)
Due Date for Payment
Reporting Tags
Department
Sales
IT
HR
Finance
Operations
Cost Type
Direct Cost
Indirect Cost
Segment
Enterprise
SaaS
VAS
Analytics
General
Product
SFA
DMS
Flexi
Analytics
General
Notes
Cancel
🧾 Save Invoice
👤 Add User
×
Employee ID *
Username
Procurement Roles
⚠️ Roles control what features this user sees in PMS. Employees without any role assigned can still submit requests.
Cancel
Save User
—
—
×
Approval
x
Approve
Reject
Escalate to CEO
Recommend CEO approval
Remarks
(required for rejection)
Cancel
Select decision
Send RFQ
x
Quote Due Date
Delivery By
Select Vendors
Notes
Cancel
Send RFQ
Enter Vendor Quote
x
Vendor
Select
Total Amount
Delivery
Warranty
Item Amounts
Notes
Cancel
Save Quote
Compare Quotes
x
Cancel
Award and Generate PO
Assign Roles
x
Employee ID
Username
PMS Roles
Roles control which features are visible. All employees can submit requests.
Cancel
Save
Record GRN
x
Receipt Date
Challan No.
Items Received
Received By
Status
Accepted
Partially Accepted
Rejected
Remarks
Cancel
Confirm GRN
Record Invoice
x
Invoice No.
Invoice Date
Invoice Amount
GST Amount
TDS %
Net Payable
Match Type
2-Way Match
3-Way Match
Payment Due
Reporting Tags
Department
Sales
IT
HR
Finance
Operations
Segment
Enterprise
SaaS
VAS
Analytics
General
Product
SFA
DMS
Flexi
Analytics
General
Notes
Cancel
Save Invoice
--
--
x
🏢 Add Vendor
×
Company Details
Vendor Name *
Category *
Select
IT Hardware
Software Licenses
Cloud Services
Professional Services
Office Supplies
Furniture
Marketing
Logistics
Consulting
Other
GSTIN
PAN
MSME Status
Not Applicable
Micro
Small
Medium
Website
Contact
Contact Person *
Email *
Phone
Alternate Email
Bank Details
Bank Name
Account Number
IFSC Code
Account Type
Current
Savings
Notes
Cancel
Add Vendor
📧 Invite Vendor to Onboard
×
The vendor will receive an onboarding link to fill in company details, bank account, GSTIN, KYC documents and submit for approval.
Vendor Name *
Email *
Phone
Category
Select
IT Hardware
Software Licenses
Cloud Services
Professional Services
Office Supplies
Other
Message (optional)
Cancel
📧 Send Invite
📦 Add Catalog Item
×
Item Name *
Category *
Select
Hardware
Software
Services
Office
Other
Unit *
Units
Licenses
Nos
Sets
Months
Years
Hours
Contract
Lot
Standard Rate (₹)
HSN/SAC Code
GST Rate (%)
Description
Cancel
Save Item
