Features
Every purchase starts with a record
Who asked, what for, from which supplier and against which budget — captured before money is committed.
Purchase requests
Creating a purchase request
Start a request
Choose the department. Staff only see departments they belong to.
Add the details
Supplier, line items, tax and budget — fields set up per company.
Check the budget
See the budget impact and attach quotes or files.
Send for approval
Approvers are picked automatically from department, budget and amount.
Get notified
Hear as soon as it's approved or rejected. Save drafts for later.
Approvals
Who signs off, and when
Approval flows
Rules decide who approves and in what order — by department, budget, supplier, requester, currency or amount.
Steps in sequence
Each step runs after the one before. Require any one approver or all of them, above a set amount.
Budget limits
Give approvers spending limits so larger requests route up automatically.
Receiving
Mark goods and services received
Open the PO
From the Purchase Orders or Deliveries list.
Receiving items
Choose it under Actions on the purchase order.
Enter what arrived
Fill all for a full delivery, or quantities per line.
Add evidence
Upload the delivery docket or a photo, then update.
Fix and finish