Dashboard builder

A procurement dashboard from request to receipt
with every approval on the record.

Tell the agent how your team buys and it builds a web app for purchase requests, approval steps, open POs, delivery status and spend by vendor — ready to publish to operations and finance.

Start building free More dashboard ideas
Starter prompt

Build a procurement dashboard for a 90-person facilities and operations team. Staff raise purchase requests with a description, quantity, needed-by date, budget line and suggested vendor. Route each request to the department budget owner, then to the procurement manager when the total is over the department limit. Approved requests become purchase orders with a PO number, vendor, priced lines and a promised delivery date. Receiving staff record what arrives against each line, part shipments included. Show open commitments by budget line, spend per vendor year to date and orders past their promised date.

Build it in Netiva Paste the prompt into a new workspace and adjust it to your business.
Overview

Who this procurement dashboard is for

Buying goes wrong in the gap between the request and the invoice. A site supervisor emails for a part, a manager says yes in a reply nobody keeps, purchasing raises an order from memory, and three weeks later finance finds a charge no budget owner recognizes. A procurement dashboard built with Netiva keeps requests, approvals, purchase orders, receipts and vendor records in one place, shows what is committed against each budget line and flags orders past their promised delivery date before someone has to chase them.

Key features

What your procurement dashboard can do

  • Requests and approval limits

    Each request carries its budget line, needed-by date and estimated total, then moves through the approvers your rules name: the budget owner first, the procurement manager once the amount passes the department limit.

    • Routing set by amount, department or spend category
    • A queue of requests waiting on each approver
    • Rejections keep the reason and stay on the record
    • Requesters see where their own request stands

  • Purchase orders and open commitments

    Approved requests turn into orders with numbered lines, agreed unit prices and a promised delivery date. Everything ordered but not yet received sits beside each budget line, so owners see committed money, not only money already spent.

    • PO numbers issued in your own format
    • Committed and received totals per budget line
    • Standing orders released against a term agreement
    • Amendments and cancellations kept on the order

  • Deliveries checked in at the dock

    Receiving staff open the order on a phone and record what actually turned up against each line, including part shipments and anything short or damaged, so the outstanding list is what is genuinely still coming.

    • Ordered, received and outstanding quantities per line
    • A late list built from promised delivery dates
    • Delivery notes and photos filed against the order
    • Every receipt stamped with the signed-in staff member

  • Vendor spend and paperwork

    Each vendor page totals what you have bought from them this year, lists their open orders and keeps the contract, insurance certificate and tax form on file with the dates they expire.

    • Spend split by vendor, category and budget line
    • On-time rate from promised and received dates
    • A saved view of documents expiring this quarter
    • A weekly email of late orders and expiring paperwork
Data model

The collections behind it

Netiva keeps your records in built-in collections. Here’s a starting structure — the agent adapts it to your prompt, and you can change it any time.

Vendors

Who you buy from, on what terms, with the paperwork you hold on them.

  • Name (required) Text
  • Spend category Office supplies, IT hardware, facilities, freight… Text
  • Order contact email (required) Where purchase orders are sent Text
  • Terms Net 30, net 45 or on receipt — whatever the contract says Text
  • Agreement Contract or price list currently in force File
  • Insurance expires Certificate of insurance date for vendors working on your sites Date
  • Tax form held Yes or no — a W-9 for US vendors, or the local equivalent Text
  • Standing (required) Approved, on trial or blocked Text

Requests

What someone needs, why they need it and who has to say yes.

  • What is needed (required) Text
  • Raised by (required) Taken from the signed-in staff member Text
  • Department (required) Text
  • Budget line (required) Cost center or budget code the spend lands on Text
  • Needed by (required) Date
  • Estimated total (required) Decides which approval step the request has to pass Number
  • Stage (required) Draft, with approver, approved, rejected or ordered Text
  • Why it is needed Paragraph

Purchase orders

Each order you send a vendor, with the date they committed to.

  • PO number (required) Your own numbering, such as PO-2026-0148 Text
  • Vendor (required) Relation to Vendors
  • Request Left empty for standing orders raised without one Relation to Requests
  • Charged to (required) Budget line carried over, so commitments roll up per budget Text
  • Sent on (required) Date
  • Promised delivery The date the vendor committed to; the late list reads this Date
  • Order value (required) Sum of the lines, in the currency you bought in Number
  • Delivery notes Packing slips and dock photos filed against the order File

Order lines

One line per item ordered, with how much of it has turned up.

  • Order (required) Relation to Purchase orders
  • Item (required) Text
  • Quantity ordered (required) Number
  • Agreed unit price (required) What this order pays, set against the contract price list Number
  • Quantity received Updated at the dock, so part shipments read as outstanding Number
  • Last arrival Date
  • Line state Open, part received, complete or closed short Text

Required field. Types are Netiva collection field types.

Screens

Pages and screens to start with

A typical first version. Ask the agent for more, or annotate the preview to change any of them.

  • Spend overview

    Committed and received totals by budget line and department, this month against the same month last year, and the vendors you have bought most from.

    Your team

  • My approvals

    Requests waiting on the signed-in approver, oldest first, each showing the amount, budget line, needed-by date and who raised it.

    Signed-in users

  • Open orders

    Every order with something still outstanding, sorted by promised delivery date, with anything already past that date pinned to the top.

    Your team

  • Order detail

    One order: the vendor, its lines with ordered and received quantities, filed delivery notes and the request and approvals behind it.

    Your team

  • Dock receiving

    A phone view of orders due this week: pick an order, enter what arrived on each line and note anything short, damaged or refused.

    Signed-in users

  • Vendor record

    Spend this year, open orders, on-time rate, terms and the agreement, insurance and tax documents you hold for one vendor.

    Your team
How it works

From prompt to a live procurement dashboard

  1. Map how you buy today

    Tell Netiva who can approve what, which budget lines you spend against and how order numbers are issued. The agent drafts collections for vendors, requests, orders and their lines.

  2. Bring in vendors and open orders

    Enter your active vendors and anything already on order in the collection grid. The collection assistant can standardize vendor names and fill spend categories across many rows at once.

  3. Test the approval path in preview

    Raise a sample request just under and just over your department limit and watch where each one lands. Annotate any step that routes to the wrong approver and the agent rewires it.

  4. Publish and hand it over

    Publish in one click, invite budget owners and receiving staff to sign in and turn on the late-order email. Every later change is checkpointed, so an edit you regret rolls straight back.

Why Netiva

Netiva vs a traditional build

Building a procurement dashboard with Netiva compared with a traditional build
Criterion With Netiva Traditional build
Approvals Each approval recorded on the request, with the approver, the moment and the amount approved Forwarded email threads that nobody can find when finance asks who said yes
Committed spend Open order lines counted against the budget line the moment the order goes out Only visible once the vendor’s invoice reaches the accounting system weeks later
Getting started Describe what you need in chat and watch it take shape in a live preview Hire developers, or stitch together templates, plugins and a hosting plan
Content and data Built-in collections with nine field types, bound straight to your pages Set up and connect a separate database or CMS
Making changes Ask the agent; every change is checkpointed and reversible File a ticket, wait for a sprint, redeploy
Hosting and domain Global hosting and automatic SSL; connect a custom domain from the Starter plan Buy hosting, then install and renew SSL certificates yourself
Code ownership Clean production code you own and can export Locked into a template, plugin or agency setup
Examples

Ways teams use it

  • A regional facilities team

    Site managers raise requests for filters, lamps and contractor call-outs. The facilities director clears anything under the department limit and larger orders go to procurement, so each site can see what it has already committed this quarter.

  • Indirect spend at a mid-size manufacturer

    Production parts run through the plant’s own system, but tooling, safety gear and maintenance supplies do not. Those requests go through the dashboard instead, so indirect buying stops showing up as a surprise on the monthly ledger.

  • A nonprofit buying against grant budgets

    Every request names the grant it will be charged to. Program managers see what is already committed against that grant before the funder’s reporting date, and the finance lead keeps the approval trail an auditor will ask for.

Good to know

Before you build

  • Your accounting system still pays

    The dashboard records what was asked for, approved, ordered and received. It doesn’t cut payments, post journals or act as your vendor master. Settle bills where your accountant expects, or connect that provider’s REST API if it offers one.

  • Matching rules are yours to set

    Comparing an order, its receipt and the vendor’s invoice is a rule you describe: which price and quantity differences are tolerable, who reviews a mismatch and what happens to a short delivery. The agent builds the rule; it doesn’t decide your tolerance.

  • Approval limits come from your policy

    Netiva builds the routing you describe, but the thresholds, who may approve and what needs a second signature come from your own purchasing policy — and, for publicly funded buyers, from the rules already written into your grants or contracts.

  • No punch-out catalogs or EDI

    The app holds your own item list and agreed prices. It doesn’t plug into vendor punch-out catalogs or EDI networks, so orders go out as an email or a PDF unless the vendor exposes an API you ask the agent to call.

FAQ

Questions about building a procurement dashboard

How do approval limits work in a procurement dashboard?

You describe the ladder and the agent builds it. A typical setup sends every request to the budget owner for that cost center, then adds the procurement manager once the estimated total passes a department limit, and a director above a second figure. Each step records who approved it and when, and a rejection keeps its reason so the requester knows what to change.

What happens when an order arrives short or late?

Receiving enters the quantity that actually turned up on each line, so the line reads as part received and the shortfall stays outstanding. Anything past its promised delivery date with nothing received moves onto the late list, and buyers can close a line short once the vendor confirms the balance is no longer coming. Every change stays on the order.

Can the app match orders, receipts and vendor invoices?

Yes, as logic you ask for. A three-way match compares the order line, what receiving recorded and the amount the vendor billed, then flags anything outside the tolerance you set. Public buyers work to stricter rules — federal payments, for example, have to be supported by a receiving report. Keep the invoice itself in your accounting system and hold the match here.

Can receiving staff check deliveries in from a phone?

Yes. Netiva builds web apps that run in the browser, so a clerk opens the same app at the dock without installing anything. They sign in with their own account, pick the order that just arrived, enter received quantities line by line and attach a photo of the packing slip or of damage found on the pallet.

Can vendors sign in to see their own open orders?

Yes. End users can sign in and each one sees only their own records, so a vendor contact opens a page listing the orders you placed with them and nothing belonging to another supplier. Many teams let vendors confirm or revise a promised delivery date there, which keeps the late list honest without a round of phone calls.

Who owns the code behind the procurement dashboard?

You do. Netiva writes clean, framework-standard code you can read, edit and export whenever you want, with no proprietary runtime. That matters for a purchasing record: if your finance team later moves approvals into an ERP, the data model and the app go with you. Every change the agent makes is checkpointed, so versions can be compared or rolled back.

Keep exploring
All ideas
Compare

How Netiva compares

All comparisons

Drafted with AI assistance from Netiva’s product pages and reviewed by the Netiva team. Example data models, screens and prompts are illustrative starting points, not customer projects.

Build your procurement dashboard today

Describe it in a sentence and watch Netiva’s agent build it. Free to start — no credit card required.

Start building free Browse more ideas