Raise requisitions on the go
- Raise requisitions using the minimal amount of information required
- Attach documents to a requisition, e.g. a PDF files, or snap a photograph with the device camera
- Track the progress of submitted requisitions as they are costed, approved, and finally fulfilled
Take control of the workflow
- Enable optional stages and assign user roles for progressing requisitions
- Costing stage - add costs, supplier amd inventory details to a requisition prior to the Approval stage
- Approval stage - Approve, reject or query requisitions; or delegate approval to a more appropriate user
- Fulfillment stage - Update an approved requisition with expected and actual delivery information, giving full visibility to the originator
- Submitters receive internal notifications to keep them updated on the progress of their requisitions
Multiple levels of approval
- Multiple approval thresholds can be defined, which are triggered depending on the value of the requisition
- Each approval threshold can include multiple approvers
- Specify a voting rule for each approval level; i.e. one user can approve, all users must approve, a majority of users must approve
Supplier price lists
- Maintain optional price lists of inventory items for each supplier
- When raising or costing a requisition, the most appropriate suppliers will be suggested
Flexible requisition types
- Define multiple types of requisition with differing rules - e.g. Office Equipment, Customer Parts, Internal Works Order
- Specify if supplier and / or inventory information needs to be specified for a requisition before it can be submitted for approval
- Specify a default tax rate
- Specify if the amount entered is the unit amount or the total amount
- Define entry rules for quantity and amount, e.g. a labour requisition type may have a fixed unit amount that is displayed to the user but cannot be changed, and a quantity that is specified in hours
Analyse your team's purchasing
- Flexible reports enable expenses data to be analysed in various ways
- Report output can be exported to an Excel spreadsheet or CSV file, for further analysis or import into an external system
- Reports can be customised using a simple interface
- Custom reports can be saved and optionally published for use by other users