Manage Purchase Orders and Requests with an Electronic Approval System
Crow Canyon’s Purchase Request System puts Microsoft 365, Teams, and SharePoint to work managing purchase requests and purchase order workflows.
- Streamline the approval process. Track and record all activity. Know at glance the status of each request and what is required to move it along.
- Replace inefficient request/voucher systems, whether paper forms, InfoPath, or other legacy tools. Greatly improve speed and accountability.
Runs in Microsoft Office 365 & Teams, & SharePoint 2016, 2019, SE.
Forms Make It Easy for Users
Users create purchase requests using a form that can be configured for your organization’s specific requirements.
- The form can pull in information, such as the user’s manager from Active Directory, products and prices from a product catalog, and approvers from SharePoint lists – whatever is needed to automate and streamline request creation.
Workflows Guide the Purchase Process
Once submitted, the system’s workflows send out approval notices.
- The approval workflows can be as simple or complex as you need. Approval could be based on the requester, the department, the items requested, location, cost, and many other factors.
- The approvals can be one level, or multi-level, with parallel or serial approval, or can be as simple as just requiring the requester’s manager to approve, or even no approval at all!
When Purchase Request is Approved …
Once approved, the Purchase Request can generate a Purchase Order that is then sent either to the vendor or to the Purchasing Department for final review. When the goods are received, all parties are updated.
Reporting and Dashboards Keep an Eye on the Progress
Reports and dashboards show open requests and orders, including approval and fulfillment status, as well as historical trends. All purchase records are saved for later reference and possible audits.
Advanced reporting makes managing budgets a breeze by easily viewing total costs by department or category.
Streamline your M365 & Teams purchasing workflows from beginning to end
Highly adaptable to your organization’s purchasing policies and procedures
The purchasing application can be customized to match your organization’s procedures. It has layers of security that prevent unauthorized access to any part of the program. It includes workflows and validations that make sure all purchases are in accordance with company policies.
Track fulfillment of orders
The system allows you to track delivery of every line item, including partial delivery. Once fulfilled, people who will use or configure the items are informed and can take the next steps to put the purchased items to good use at your organization!
Integrates with financial and procurement systems
Save on licensing costs of ERP and financial systems by using the Purchasing application as the front end for intake and requests, reducing the number of licenses needed for access to the backend system. The application integrates with many financial and procurement systems, such as Oracle NetSuite, Microsoft Dynamics 365, and QuickBooks.
Featured Case Study
SharePoint Solves Check Voucher Routing Problems at State Agency
Our client, a large state agency, required an efficient system for generating check vouchers that could replace paper-driven and time-consuming manual processes. Vouchers start their lives in one of the agency’s 18 local offices, then need to go through a number of intra-office and district-wide approvals before being sent to headquarters. Once at headquarter, the agency’s financial department gives the voucher a final review before a check is issued via a financial software platform.
Contact Us
for Pricing
TALK WITH PURCHASE REQUESTS &
PURCHASE ORDERS SPECIALISTS
(925) 478-3110
EMAIL
sales@crowcanyon.com
