Welcome to SubBase
This quickstart guide will help you understand the core workflows in SubBase and get you productive quickly. Whether you’re creating your first purchase order or processing invoices, this guide covers the essentials.Your First Steps
Set Up Your Materials
Before placing orders, set up your Material Database with commonly used items.Setting Up Materials →
Add Your Vendors
Add the vendors you order from, including contacts and pricing.Managing Vendors →
Create Your First Order
Create and send a purchase order to a vendor.Creating Purchase Orders →
Track Deliveries
Monitor when materials arrive and confirm receipt.Tracking Deliveries →
Process Invoices
Match vendor invoices to your orders and approve for payment.Processing Invoices →
Core Workflows
Procurement
The typical procurement workflow in SubBase:Purchase Orders
Create and manage orders to vendors.
Request for Quote
Get pricing before committing to an order.
Inventory
If you maintain warehouse stock:Warehouse Inventory
Track what you have in stock.
Inventory Requests
Request materials from internal stock.
Commitments
For long-term vendor agreements:Material Commitments
Track orders against negotiated pricing.
Concrete Pours
Schedule and manage concrete work.
Key Concepts
Before diving in, understand these core terms:| Term | What It Means |
|---|---|
| Project | A construction job or site where work is performed |
| Purchase Order (PO) | A formal order sent to a vendor |
| Delivery | A scheduled shipment of materials |
| Commitment | A long-term agreement with a vendor |
| Cost Code | An accounting code for categorizing spend |
Getting Help
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