Requisitions, approvals & vendor management
26 appsMaterial and purchase requisitions from employees, projects or CRM opportunities, purchase comparison and approval workflows, landed costs and customs fees, vendor pricelist portals, last purchase price and order history, and Excel imports of purchase lines.
Typical workflow
- 1 Requisition
- 2 Stock check
- 3 RFQ and bid comparison
- 4 Approval
- 5 Purchase order
- 6 Receive and cost
Apps in this capability (26)
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Advance Tender Management
Runs purchase tenders with bid proposals and evaluation, for a whole tender or product by product.
- Tenders and bids
- Bid evaluation
- Product-wise awarding
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All In One Tender Management
Manages purchase tenders from request for quotation to bid analysis and purchase order, including several bids from one vendor.
- Multiple tenders
- Bid comparison
- Purchase order from winning bid
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Create Sales Order from Material Requisitions
Creates sales orders directly from approved material requisitions, useful when internal requests are re-billed to customers.
- Sales order from requisition
- Linked documents
- Re-billing support
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Import and Customs Fees for landed costs
Calculates customs and import fees by HS code and adds them to landed costs so product cost includes duties.
- Fees by HS code
- Landed cost integration
- Accurate product cost
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Import Purchase Order Line from Excel
Imports purchase order lines from Excel into an RFQ.
- Excel line import
- Large RFQs
- Product matching
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Material Purchase Requisitions Analysis/Trends Report
Analyses material requisitions by employee, department and period to reveal purchasing trends.
- Requisition analysis
- Department trends
- Graph and pivot views
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Material Requisition Bundle
A bundle of material requisition features for purchase, manufacturing and stock requests.
- Purchase requisitions
- Manufacturing requisitions
- Bundle pricing
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Multiple Branch Unit Operations for Purchase Requisition and Tendor
Applies branches to purchase requisitions and tenders.
- Branch on requisitions
- Branch on tenders
- Branch reporting
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Product/Material Purchase Requisitions by Employees/Users
Lets employees request materials; approved requests become internal transfers or purchase orders.
- Material requests
- Manager and department approval
- Transfer or purchase creation
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Product/Material Purchase Requisitions from CRM Opportunity
Creates material or purchase requisitions directly from a CRM opportunity.
- Requisition from CRM
- Project-driven buying
- Linked to opportunity
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Product/Material Requisitions Cost Price and Warning
Shows cost prices on material requisitions and warns users about expensive requests.
- Cost price on requests
- Budget warnings
- Informed approvals
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Product/Material Requisitions Stock Availibility
Shows stock on hand while employees create requisitions, avoiding unnecessary purchases.
- On-hand stock on request
- Avoid over-buying
- Faster fulfilment
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Professional Template Purchase
Provides professional purchase order templates in a range of styles.
- Purchase templates
- Multiple styles
- LibreOffice based
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Professional Template Purchase Base
Base for generating purchase documents from LibreOffice templates.
- Template engine
- Purchase documents
- Extensible
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Purchase Agreements / Tendor / Requisition from CRM Opportunity
Creates purchase agreements, tenders or requisitions directly from a CRM opportunity.
- Tender from opportunity
- Purchase agreements
- Sales to purchase link
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Purchase Comparison and Approval
Compares vendor prices on purchase requisitions so a manager can choose and approve the best offer.
- Vendor price comparison
- Manager approval
- Purchase order creation
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Purchase Order Import
Imports multiple purchase orders from Excel.
- Bulk PO import
- Excel source
- Migration support
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Purchase Order Workflow
Defines configurable, multi-step approval workflows for purchase orders.
- Configurable approval cycle
- Conditions and levels
- Audit of approvals
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Purchase Tendor Vendor Portal
Lets vendors view tenders and submit bids through the website portal.
- Vendor tender portal
- Online bids
- Purchase agreements
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Quick Purchase Products from CRM
Adds products to purchase directly from a CRM opportunity.
- Purchase from CRM
- Quick product entry
- Opportunity link
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Requisitions Material Stock and Purchase by Employees
Handles employee requests for stock or purchased materials, with approval and automatic creation of transfers or purchase orders.
- Stock and purchase requisitions
- Approval workflow
- Automatic documents
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RFQ-Purchase Order From CRM Opportunity
Creates RFQs or purchase orders from a CRM opportunity for project-specific procurement.
- RFQ from opportunity
- Linked documents
- Project buying
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Sale/Purchase Inventory Tags
Adds tags to sales and purchase orders that are passed to deliveries and receipts for warehouse handling.
- Order tags
- Passed to pickings
- Warehouse instructions
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Transport Picking for Sales and Purchase with pallet, cargo packing
Plans pallet and vehicle loading for sales and purchase shipments and calculates transport cost as landed cost.
- Pallet and load planning
- Vehicle capacity
- Transport landed cost
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Vendor Portal for Pricelists
Lets vendors view their product pricelists in the portal.
- Pricelists in portal
- Vendor self-service
- Up-to-date prices
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Vendor Signature on Pricelist Portal
Requests vendor signatures on agreed pricelists through the portal.
- Signature request
- Signed pricelist
- Portal workflow