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Purchasing

The purchasing use case includes the following foundation apps:

  • Requisition - The initial request for a purchase which can come from anyone in the organisation.
  • Purchase Order - The raising of a purchase order including an automated email to the Supplier.
  • Good Receiving - The confirmation that the goods or services ordered have been received.
  • Purchase Invoice - The receipt, entry and approval of a purchase invoice and posting to the accounting software.
  • Supplier Onboarding - The entry and verification of supplier details prior to becoming an approved supplier on the accounting software.

You can use as many of these apps as you need and customise the forms and process as your organisation requires.

Purchasing Enterprise Suite​

The purchasing enterprise suite incorporates all of the above, but with additional enhancements to include.

  • Requisition / Purchase Order - This incorporates working with online platforms to live stock availability and pricing, placing and verifying the order, automated default coding and delivery tracking.
  • Goods Receiving - Includes document signing and a full audit report
  • Purchase Invoice - Incorporates OCR and machine learning for minimal manual input, automated matching against orders and receipts.
  • Supplier Onboarding - Includes verification of details against online sources such as UK Companies House.
  • Asset Onboarding - Collection of additional details for items that reach the threshold for being a fixed asset, including depreciation calculation.
  • Dashboard - The dashboard will become the 'homepage' for this suite, which allows for quick viewing of KPI's with drilldown to transaction details and reports.

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