STAYABLE
Procurement Tracker
Zoho CRM · Connected
Architecture: Items = Zoho Procurement_Items custom module (Stage = Spec → Bid → Level → FL-Validate → Recommend → 5 terminal states). Vendors = Zoho Accounts, linked via the Linked Vendors related list. Activities = notes/tasks on the Procurement_Items record.
Demo Mode: Buttons render the prompts that would be sent to Zoho, but no API calls fire — a server-side proxy is required for production use. Backend wire-up is the Phase 0.5 webapp decision (gated to 06/21/26 Phase 1 validation checkpoint).
↩Portal
Pipeline
Procurement_Items grouped by SOP stage
Log Activity
Record a touch against a Procurement_Items record. Vendor optional.
Will match against Procurement_Items.Name. If multiple matches, you'll be asked to pick.
Only set if this activity advances the record's Stage.
New Item
Open a new Procurement_Items record at Stage = Spec
No spaces. CamelCase. This becomes Procurement_Items.Name and the SharePoint folder name (must match verbatim).
If not created yet, leave blank and add it once the folder exists.
New Vendor
Onboard an overseas vendor as a Zoho Account. Link to Procurement_Items records later via the Linked Vendors related list.
RISE8 Companies · Stayable Overseas Procurement · Zoho Procurement_Items as system of record Awaiting input