Which person from which department requested what, and when? Get complete and real-time information on every purchase request, down to the last detail.
Set purchase limits and mandatory approvals for larger expenses, ensuring complete control over every dollar spent by every department. And make sure requests get processed on time by enforcing time limits.
Reduce human work by automating wherever it’s required. Stay on top of your business units’ needs, while at the same time being responsive to vendors and keeping up with reporting and budgetary needs.
Keep your requestors up to date on the status of their purchase request, by making all the necessary information accessible in one place.
Save time and effort by minimizing paperwork and eliminating spreadsheets. Maintain a clear audit trail of every decision and transaction for all purchases.
Have checks and balances in place to prevent fraud, and ensure company policy requirements are followed while processing every purchase request.
You can decide what information is required when submitting a request, and you can also perform calculations or checks against back-end systems.
The request can be put on hold, approved, or rejected by performing automated calculations on the submitted information, based on rules like departments or amount. The request can also be assigned manually or via pick-up mode.
The approver has at their disposal all the information relevant to the purchase requisition.
The order is sent to the supplier and, after approval, you can still modify the budget in your accounting system or ERP.
Choose the process that most closely resembles what you need, and then customize it so that it behaves exactly the way you need… or start from scratch to ensure every step is exactly how you want it: