Each procurement solution is tailored to fit your business, but without bespoke cost.

Our Procurement software is suitable for all sizes of organisation and easy to use for all levels of user.

Full budget control function for all procurement, from company to departmental and even project level i.e. no more overspends!

Procurement approval workflows for created PO's and supplier invoices are tailored to any required level.

Export data (in the Purchase to Pay version - approved supplier invoices and credit notes) to all modern accounts systems for payment.

Web based platform means access available 24 x 7 (including Smartphones), and no hardware or software to support.

Full goods receipting function that will automatically close PO’s when fulfilled.

Range of 3 Products To Suit All Requirements

Range of 3 Products To Suit All Requirements

  • Simple POP (non customisable) ideal for small organisations or start ups
  • Full Purchase Order system with Goods Receipting incl. custom screens, reports, workflows
  • Purchase to Pay version that also includes approved supplier invoice exports and credit notes
  • Stock control module available later in 2020

Add new Companies / Branches / Projects

Add new Companies / Branches / Projects

  • Admin control function for power users
  • As business changes or expands, new branches / departments / projects can be added
  • Also new entities (additional companies) can  be set up on the same platform

Full Budget Control Module

Full Budget Control Module

  • Budgets can be set for individual projects, departments or company wide
  • Open (up to level set) or fiscal limitations added
  • Access to budgets controlled for users by their role in the company
  • No more overspends. Finance control budget allocation and changes.

Full Goods Receipting Function

Full Goods Receipting Function

  • Any nominated users can receipt goods against Purchase Orders
  • System automatically presents only open PO lines for receipting
  • Caters for full or part receipting with auditable notes facility
  • Line or bulk receipting facility included

Custom Exports For Import To Accounts system

Custom Exports For Import To Accounts system

  • Meta data can be exported from the full PO and P2P systems as a CSV file
  • For example in the Purchase to Pay version approved supplier invoices and credit notes
  • Ideal for onward import to customers accounts system e.g SAGE / Xero / Quick Books
  • Columns and headings are all custom built to match target system

Easy Purchase Order Raising

Easy Purchase Order Raising

  • First select your Supplier, Budget, Delivery details etc.
  • Second add as many lines of individual items as you need (see screen shots below)
  • Save, review and send for internal approval when ready
  • Attach supporting documents and even documents to go to the supplier

Custom Approval Workflows

Custom Approval Workflows

  • Internal approval workflows for Purchase Orders are custom built as standard
  • Based on values, departments individuals, or a combination
  • Each approver has approve, reject and cancel options
  • Fully approved PO's go as PDF's automatically to the supplier.

Supplier Price List Import

Supplier Price List Import

  • Where you have price lists agreed with suppliers, import these with full descriptions
  • Makes raising a Purchase Order faster and more accurate
  • Each import overwrites existing, so always working on the latest version
  • Option to restrict to list items or set individual items as opposed whole lists

Rate Supplier Performance

Rate Supplier Performance

  • Ability to rate a supplier performance for each and every purchase
  • Rate between 1-5 and give an audit trail reason for the score
  • Review performances and reasons regularly and get suppliers to take action
  • Overview of performances available on opening dashboards

Template Import facility

Template Import facility

  • Template service for import of key data as part of set up
  • Lists of current suppliers, cost centres, nominal codes and delivery & invoice addresses
  • Admin tools allow power users to add / disable on a one for one basis

Supports Multi Currency

Supports Multi Currency

  • Any standard currency can be supported as long as decimal places are used
  • The system uses a direct feed with H.M.R.C for regular currency conversion updates
  • Budgets and key financial data is retained in Sterling in the system

Archive Data From Current Systems

Archive Data From Current Systems

  • Data from existing client software systems maybe imported
  • The Archive section will bring standard data format into the solution
  • Meaning continuity of access to past information

Multiple Search options

Multiple Search options

  • Systems have a wide variety of search facilities
  • All meta data can be queried and reported on
  • Global search on the home screen provides a 'quick find' option

Tasks Email Alert plus Daily Reminder

Tasks Email Alert plus Daily Reminder

  • Every task is notified to users by email for them to action
  • Email gives outline details of the action required, and the user logs in to execute
  • Each day (am) the system sends reminders for any outstanding tasks

Out Of Office Function

Out Of Office Function

  • If users who receive tasks are away or on leave out of office can be set
  • Users selects a relevant colleague who will handle the work
  • On return the system automatically resumes sending tasks to the prime user

Choice of Languages

Choice of Languages

  • Option for changing core data structures and labelling
  • From English to most standard languages
  • Additional set up costs will apply

For all sizes of organisation, control of the procurement process is critical, and will save money.

Procurement software helps organisations of all shapes and sizes take control of the procurement process resulting in better financial controls being established, that in turn will save money, and improve supplier relationships. We even have a simple PO system that will cater for small or start up companies, that's up gradable.

With our main systems a wide range of customisation is included as standard, such as opening dashboard information, workflow approvals, searches, reports and the export of key data. In the Purchase To Pay version this will be approved supplier invoices and credits. So all procurement can be run in our system, with custom data being easily imported as a CSV file to a target accounts system, such as SAGE or Xero.

And our monthly licence model for our procurement solutions is based on concurrency, not seat - so you don't need a licence for each user who would access the system!

Our private UK based Cloud B2B Procurement software provides you with all the above and more.

Why not take advantage of a free, remote demonstration of our generic procurement software solutions when we can also discuss your specific business needs?

And if you go ahead with a system, even with customisation, you will likely have a test version to trial in weeks, not months!

Procurement Software - Create PO Step 1
Create Purchase Order - Step 1

Click image to enlarge

Create a purchase order in just 2 easy steps

  1. Choose the ordering entity
    Supplier
    Add special instructions and justification
    Delivery Date and payment method

  2. Order as many line items as you need
    Select different budgets and financial codes by line if needed
    Save or put on workflow approval straight away
Procurement Software - Purchase Order Custom Template
Purchase Order Template

Click image to enlarge

Custom PO template and approval

  1. Once the digital PO template is created it goes on custom built approval workflow
  2. Approvers can reject, cancel or approve PO's at each stage, with auditable comments
  3. Purchase Order creators can amend PO's and re submit for approval
  4. Once fully approved the PO is sent via email to the supplier
Procurement Software - Custom Reports
Custom Procurement Reports

Click image to enlarge

Customised Searches and Reports

  1. System searches and reports are custom built for each client
  2. Plus there is a Global Search function across all system metadata
  3. In the P2P version, approved supplier invoices / credits can be exported for import to target accounts system (e.g. Sage, Xero, Quickbooks and many more)

Get Free Demo ▶

Get Free Demo ▶

Find out today how customised Procurement Software
will improve your purchasing process


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Please contact me to set up an initial discussion of our
requirements / book a free remote demo

 

Procurement Software Questions And Answers

What's the best procurement software?

There are a range of solutions available, some being part of existing accounting systems and procurement processes. However, if part of an accounts system, these Purchase Order modules tend to be limited and not customisable. A key factor in getting the solution to meet an organisation’s specific needs, is the ability to tailor the software. Today, UK cloud based software from procurement software vendors, is the direction of change for most, giving 24 x 7 access to full functionality, via the internet, critical with the increase in home or remote working.

How does goods receipting work in procurement software?

The procurement process allows users to upload Goods Received notes and to associate them with relevant open PO’s. The system intelligently remembers when goods are only partly delivered so allowing further deliveries to be booked to a Purchase Order. When complete, the procurement software will automatically close the PO and move it to the relevant status.

How does Procurement Software work?

Procurement software is designed to avoid the delays and mistakes made with paper or spreadsheets, or even telephone based processes. Procurement software will also add transparency to the organisation’s procurement process, both internally and for suppliers. Being an on screen computer based process, with workflow to designated relevant approvers internally, the system will ensure that due audit and controls are enforced within the company. For suppliers it will mean getting fully completed PO's with all the correct and relevant information including delivery details, as well as terms and conditions, as a PO is a legally binding document.

Will procurement software let me import supplier price lists?

Yes, it should have this capability. Many organisations have price arrangements set with suppliers which they would want to be used by all those raising purchase orders. An import facility to the system will mean additional information such as catalogue or part numbers as well as prices are included, making raising a Purchase Order, faster and more accurate. This facility is useful for vendors where you have fixed or contract prices. The software system should also allow users to override price list information, with the exception where you have fixed contract prices with a supplier.

Can we run searches and export a range of procurement information?

Yes, searches and reports are all based on the meta data available in your procurement software system, and are customised to meet your needs. Filters allow a wide range of ‘drill down’ to relevant data sets, and information results can be exported as Excel, PDF, CSV or Word format. A separate report function gives even more custom data, for example, by supplier, nominal code, cost centre, project and much more, again customised to your reporting needs.

Can Procurement Software have budget controls built-in?

Yes. Having proper fiscal controls is a critical function of procurement software. Being able to set budgets by company, department or project will ensure overspends are a thing of the past. Budgets are usually set and monitored by the Finance department, in conjunction with other management, to ensure that those raising PO's are advised of current budget availability, even before they look to raise a Purchase Order. And if funds are not available, they will not be allowed to raise a purchase order, although the finance department, having budget admin control, would be able to extend budgets if financially relevant, allowing the order to progress for approval.

Is there a financial based procurement dashboard facility as an opening screen?

All users can elect to have a dashboard that shows relevant (to their function and role) information including budget spend and status, tasks, PO status and more. Administration power users will have access to procurement system wide data; other users will have only access to information they are granted permission to access.

Can procurement software monitor supplier performance?

Keeping track of supplier performance can be key to well controlled purchase management. Whilst on screen procurement software will issue only approved PO's, with full information, the performance of the supplier, in terms of keeping to delivery dates and times and agreed quantities or other related issues, will be important in maintaining a good relationship. For example, if a supplier consistently delivers late, the software system should allow users to rate the supplier performance by each and every order, with an audit controlled supporting comment. In this way reviews can be carried out periodically that may lead to the need for corrective action, by the supplier. A dashboard option, when logging in to the system to see overall performance – low and high performers- would be ideal to highlight potential issues.

A selection of our clients

Use our Procurement Software on many devices - PC, Laptop, Tablet and Smartphones

Tablet

Tablet

Phone

Phone

PC

PC

This means that not only is our Procurement Software usable by all levels of users, but full functionality is available on any device, including smartphones. Ideal for users working remotely, from home, or on the move.