Procurement

Revolutionize Your Procurement Workflow with Our Advanced Software Solution

Our procurement software is designed to simplify and optimize your purchasing workflow, giving you more time to focus on delivering high-quality projects. With a comprehensive set of features, our platform enhances efficiency, accountability, and visibility throughout the procurement lifecycle.

Create and Manage Purchase Orders with Ease

Our software simplifies the process of creating detailed purchase orders (POs) by directly linking them to the parts you've defined in your job estimates. As you outline the required materials and components for your project, each part is categorized into assemblies, which are then added to the overall job estimate. This structured approach helps you maintain clarity, ensuring that all necessary items are accounted for at every stage. With this seamless integration, you can effortlessly generate POs with accurate, predefined parts, avoiding errors and minimizing manual input. This workflow ensures that your procurement process remains efficient and aligned with your project’s needs, from initial planning through to final execution.

Stay organized and maintain full visibility of your procurement process by easily uploading all PO-related documents into our software. Whether it’s vendor quotes, purchase orders, invoices, or contracts, you can quickly attach and store each document within the platform. This ensures that all your important procurement files are centralized, reducing the risk of missing critical information and allowing for smoother collaboration with your team and vendors.

All uploaded documents are stored securely in a dedicated, centralized document repository for each specific job. This organization makes it easy to retrieve any document at a moment’s notice, saving you time and effort in tracking down paperwork. With everything stored in one place, you can efficiently manage your procurement workflow and have quick access to all related documentation, ensuring nothing slips through the cracks throughout the entire process.

Export Parts for Vendor Quotes

Need to request quotes from your vendors? Our software makes this process quick and easy by allowing you to export the parts listed on a purchase order (PO) directly into an Excel file. This eliminates the need for manual data entry, saving you time and reducing the chance of errors. Once the parts are exported, you can effortlessly share the Excel file with your vendors, ensuring they receive an accurate list of the materials you need.

Real-Time Shipment Tracking

Once a purchase is made, our seamless integration with Shippo ensures that you can automatically track the shipment of your packages from start to finish. As soon as the vendor ships the order, the system provides real-time updates, allowing you to stay informed on the status of your deliveries. Whether it’s in transit, out for delivery, or delayed, you'll have instant access to detailed tracking information, so you're always in the loop.