Every Growing Company Needs a Purchasing System
And hundreds of growing companies are using ProcureDesk to simplify their purchasing process and getting rid of manual spreadsheets based processes.
“ProcureDesk saves us 25% to 35% percent of the time that we used to spend on processing invoices, which is huge.”
Is This the Best Way to Manage Your Purchase Order Approvals?
A manual requisition paper-based process doesn’t scale, especially in today’s remote work environment.
- The manual purchase approval process leads to confusion and productivity loss.
- No one wants to deal with never-ending email chains and chasing managers for approvals.
- Employees might forget what to fill in each field of a long requisition form leading to errors.
Tracking Orders in Spreadsheets Doesn’t Work
You might be using spreadsheets to keep track of purchase orders. The truth is spreadsheets don’t scale. Here is the problem with spreadsheets.
- The more people working on creating and managing orders, the harder it is to track who is doing what.
- The spreadsheet order tracker might be incomplete because you forgot to enter a purchase order in the system.
- The spreadsheets become outdated pretty fast as the information keeps on changing.
There’s a Better Way to Manage Purchase Order Approval Process
ProcureDesk purchase order approval software helps you with the automation of the purchase requisition approval process, automated approvals, and keeping track of all your purchases in one single place. Moreover, it integrates with your favorite accounting systems like QuickBooks, Xero, and others so that you don’t have to enter data into your accounting system.
Here is how it works.
Step 1: Setup the Purchase Approval Process /Workflow
Setup the purchase approval process to enable cost control.
- Pre-built templates to get you started with the purchase order approval workflow.
- Setup conditional workflow to support your business requirements. For example, purchase order approvals based on the amount, department, budget, etc.
- Setup auto-approval rules for small purchases so that the managers don’t have to approve every single purchase request.
- Setup different workflows for large Capital purchases vs. ongoing business expenses.
Step 2: Simplify Purchasing Through Catalogs
Spend less time creating purchase orders by leveraging catalogs for purchasing.
- Set your own catalogs for frequently purchased items.
- Connect with vendors like Amazon, CDW, Staples for a better experience and better cost controls.
- Use the ProcureDesk Chrome plugin to pull cart data from any available website.
Step 3: Approve the Way You Like to Work
Spend less time approving the purchase order approval requests.
- Mobile App so that you can approve on the go.
- Get approval notification on Slack.
- Approve via email without the need to log in to the application.
- Daily reminders so that you don’t forget to approve the priority orders.
- Employees’ can mark a request as a priority so that you can easily identify what to focus on.
Step 4: Create Digital Purchase Orders
No more templates to manually generate purchase orders.
- Automated purchase order generation so that you never have to manually create a purchase order.
- Configurable templates so that you can pick the right PO format for your company.
- Multiple ways to send the orders automatically to the vendors based on their preference, For example – emails, EDI,cXML, etc.
Step 5: Track All Your Orders in One Single Place
No more spreadsheets for tracking orders.
- Track all your orders in one single dashboard.
- Reports to show you what is open and what needs your attention.
- Easily track all the purchase orders that are not invoiced so that you can correctly accrue the expenses.
Step 6: Built-in Shipment Tracking
Stop worrying about your order delivery status.
- Built-in supplier acknowledgment process so that the suppliers can provide order acknowledgment.
- Easily track order delivery status across dozens of carriers.
Step 7: Create Receipts to Confirm Order Delivery of Goods
Stop chasing people for approving invoices.
- With receipts, you can confirm the order receipt.
- Everyone has a single dashboard to track whether an order has been delivered or not.
- Receipts are automatically matched with invoices and purchase orders so that the (Accounts Payable) AP team doesn’t have to spend time on getting the invoices approved.
Step 8: Sync Purchase Orders With Quickbooks, Xero, or Other Accounting Solutions
No more manual data entry of purchase orders in QuickBooks.
- Automated purchase order sync with your accounting system.
- Support for change orders so that your data is always in sync.
ROI guarantee
If you don’t see an immediate reduction in the time spent on processing purchase orders and invoices, then the first month is on us.
Purchase to Pay Process Optimizer
Actionable strategies you can implement today to reduce the time spent on processing purchase orders & Invoices.
Download Purchase to Pay Process Optimizer