> ## Documentation Index
> Fetch the complete documentation index at: https://docs.raleyapps.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Raley Procurement for Jira & JSM app

> Overview of Raley Procurement for Jira & JSM: manage suppliers, purchase orders, approvals, budgets, and customer sales quotes from inside Jira and JSM.

## Overview

Raley Procurement for Jira & JSM brings intake-to-procure experience into Jira and JSM — so your business team can create purchase requests, run the approvals, generate purchase orders, track deliveries and much more without switching tools.

## How It Works

Our app is an [Atlassian Forge](https://developer.atlassian.com/platform/forge/) cloud app, which lives next to your host product (Jira or JSM) and extends your work-item experience by serving a separate screen (IFrame), to capture, validate and run procurement-related process which is based on a Jira or a JSM ticket.

```text theme={null}
Your team in Jira / JSM (submits procurement request as a work-item)
       ↓
Raley Procurement app (handles data intake, calculations, approvals routing, po-generation etc)
       ↓
Raley AppServer remotes (handles complex data processing)
       ↓
Jira/JSM: procurement workflow, user management, supplementary data intake.
```

**What this means in practice:**

* The app works with both: JSM and Jira
* Purchase request data is stored in Jira/JSM work-item as well as in Raley (line-item level data)
* All communication between the app and Atlassian uses SSL and FIT/JWT token authentication
* A purchase request is represented by a single work-item with your own custom workflow.
* On approval of purchase request it becomes a purchase order with PDF which stays in the same work-item
* Deliveries are tracked within the same work-item
* No user-private data is collected
* Data is retained for 60 days after uninstall, then permanently deleted

For the full data and privacy breakdown, see [Data Security and Privacy](/policies/data-security-and-privacy).

<CardGroup cols={2} />

## What You Can Configure

### Suppliers & Products

* Add and manage your supplier database
* Import products in bulk via **CSV upload**
* Set up product catalogs with pricing and tax rules

### Financials

* Configure **multi-currency** support
* Define **tax rules** for different regions or categories
* Apply **discounts** at the order or line level
* Clear hand off to ERP after granting approval

### Order Customization

* Add **custom fields** to order lines
* Configure **contact persons** and delivery addresses per order
* Set up **approval workflows** for purchase requests

### Integrations

* Connect via **API** for external system integration

## Getting Started

1. Install Raley Procurement for Jira & JSM from the [Atlassian Marketplace](https://marketplace.atlassian.com)
2. Set up your approval workflow in Jira
3. Configure your suppliers and product catalog
4. Create your first purchase order

## Support

* **Service Portal:** [inversionpoint.atlassian.net/servicedesk](https://inversionpoint.atlassian.net/servicedesk/customer/portal/3)
* **Email:** [help@raleyapps.com](mailto:support@raleyapps.com)

***

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[Browse all RaleyApps on the Atlassian Marketplace →](https://marketplace.atlassian.com/vendors/1212475/inversion-point-llc?utm_source=mintify\&utm_medium=productdocs\&utm_campaign=footage\&utm_term=\&utm_content=)