Business Procurement

Request, approval, order, receiving

Purchase requests from the first line to goods received. An employee writes down what's needed and by when; the request goes to management for approval and comes back with a decision, not silence.

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List of purchase requests — Purchase requests in every status: draft, pending approval, approved, ordered, received, rejected.

Overview

Procurement: what it does and how it works

Purchase requests from the first line to goods received. An employee writes down what's needed and by when; the request goes to management for approval and comes back with a decision, not silence. An approved request is ordered from the supplier, and a received one is marked with a goods receipt. Prices are filled in from the supplier's price list, and a finished request creates an invoice and payment in one click — no need to retype the same lines a second time.

How it works

How to use it, step by step

1
Click “+ Request”, choose a supplier and enter what's needed and by when
2
Write a justification and send the request for approval
3
The manager approves or rejects with a reason
4
Order what's approved from the supplier and mark it “Ordered”
5
On delivery, mark the receipt and create an invoice from the request

Features

What you can do

The request's path: draft → approval → order → receipt
Lines with quantity, unit and price; the total calculates itself
A “needed by” date and a red mark if it has passed and the goods haven't arrived
A justification that the approver reads
One-click manager approval; rejection only with a reason
Once sent for approval, the lines are locked for editing
Receipt with a note of how much actually arrived for each line
An invoice with the same lines is created from the request in one click
Summary: how much is awaiting approval, and the amount approved and ordered
Filter by status and search by number, item and supplier

Screenshots

What it looks like

Real app windows with a fictional company as an example. Click a screenshot to enlarge it.

Request list, light theme — The same requests in the light theme.

A request with approval buttons — A request pending approval: lines, total, justification and the manager's decision buttons.

An ordered request with receipt — An ordered delivery: on receipt, you note how much arrived and create an invoice in one click.

Integrations

Works together with

Suppliers: choosing a supplier and prices from its price list
Invoices: an invoice for the request is created in one click
Payments: payment for the delivery goes into the shared payment register
Approvals: the request goes into the manager's shared decision queue
Warehouse: stock replenishment requests are accepted through the warehouse

Stock, quality, procurement and sales in one business context

Learn more about the app

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For your company

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