CRM - Operate |Procure To Pay

Digitalize end-to-end procurement process from procurement request, to approval, to generating purchase order, to goods inward, to payment.

Onboard & approve suppliers, configure products, pricing, terms, etc.

Allow suppliers to self-register on your network & submit vendor documentation. Configure products, pricing, supplier provided discounted pricing, etc. Configure which products are supplied by which supplier and at what price.

Approve procurement requests using multi-step workflow

Using mobile responsive self-service portal, allow employees to raise procurement requests for stock re-fill, work items, etc. Route the procurement request to supervisors, managers, finance, etc. for approval.
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Fulfil procurement from inventory or raise RFQ to shortlist supplier

Fully approved procurment requests can get auto-assigned to inventory department. If stock is available, the goods are delivered to the requestor & workflow ends. If the items are to be procured from supplier & if the supplier is not already short listed, a Request For Quotation (RFQ) can easily be generated to get the pricing, terms, etc. from the suppliers. The supplier has to simply click on a link to respond to RFQ.

Raise purchase orders & send for eSign to supplier

The RFQ responses can easily be consolidated & a supplier selected. Purchase orders (PO) to suppliers can easily be generated by getting a consolidated view of items yet to be procured & accordingly generating a PO for each supplier. Using the pre-configured supplier prices or pricing received from RFQ, allow the procurement department to generate purchase orders. Auto-generate purchase orders using pre-configured document templates. Auto-send the purchase order for approval & thereafter to the supplier, directly from the system. The supplier can accept & sign the PO by simply clicking on a link.
Read More About No-Code Custom Apps & Workflows
Read More About eSignatures

Allow suppliers to raise Advanced Shipping Notification (ASN)

The supplier is expected to deliver the goods as agreed in purchase order. Using the self-service portal, the supplier can generate ASN for the goods deliverd. The ASN allows the warehouse to match & accept the goods.
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Receive goods, auto-update inventory & approve ASN

Easily allow entry of goods receipt based on the ASN. Mark goods as received & approve the ASN. A notification is sent to the supplier to generate the invoice using the self-service portal.
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Allow suppliers to submit invoice using ASN & receive payment

Using the self-service portal, allow the supplier to upload the invoice using the approved ASN. Route the invoice to finance for approval & payment. Mention the details of payment made to the supplier on the purchase order & automatically send notifications to supplier.
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Generate procurement analytics & get visibility into spend

Get an actionable dashboard of your procurement, purchase orders, and spend. This helps you make the right choices for your business. Analyze and gain insight into your procurement spend & find areas of improvement. See which products are procured more & negotiate with suppliers accordingly.
Read More About Custom Reports Builder

Automate supplier helpdesk

Allow suppliers to easily seek answers to their queries and issues using Live Chat or WhatsApp. Configure Answer Bots to answer most queries rasied by suppliers. Automatically route the query to the appropriate helpdesk agent (e.g. IT, Procurement, Legal, etc)

Read More About Contact Center Automation and Omnichannel Customer Service

Get 360 view of suppliers

Get a complete 360 view of your suppliers - their purchase orders, service requests, cases, calls, conversations, etc., all in one view - across all your departments including sales, commerce, procurement, and service.