intake-to-procure
Smart purchase requests
Managing purchase requests is the first layer of a solid procurement process, gathering essential data to build your workflows, approvals, and payment processes.
Where Your Procurement Journey Begins
Regain control
Centralise all purchase requests through a single intake form, giving you full visibility over every spending decision. It’s the first step towards efficiency.
Offer Agility
Take control without slowing your team down. Our simple, hassle-free intake forms ensure smooth operations without bottlenecks.
One Centralised Hub for Every Purchase Request
Simplify the process across all categories with one intake form for all requests. Regain control without adding complexity, ensuring all spendings follow a streamlined process.
User-Friendly Input for Full Adoption and Accuracy
A user-friendly interface drives adoption, and full adoption ensures accuracy. Our intake form isn’t just a step—it’s your guarantee that every purchase request is processed correctly, with no shortcuts.
The First Step Toward a Strong Approval Process
Assign approvers for compliance. Whether it's individual approvals or team-wide collaboration, you stay in control while keeping the process smooth and efficient.
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Frequently asked
questions
What is "Smart Purchase Requests"?
It’s a streamlined intake solution for managing all purchase requests, ensuring they go through a controlled process while maintaining flexibility and ease of use.
Why is managing purchase requests important in procurement?
Managing purchase requests is important in procurement as it’s the first step in building a solid procurement process, allowing you to track all spending, ensure compliance, and establish a clear workflow for approvals and payments.
How does the intake form help manage purchase requests?
The intake form centralises all purchase requests, providing an easy, unified method for collecting data and managing requests across different categories.
How does "Smart Purchase Requests" help maintain control over spending?
The system ensures that all requests are tracked and managed in one place, giving you visibility and control over every purchase decision.
Can we assign approvers for different purchase requests?
Yes, approver roles can be attributed to any purchase request, ensuring the right people are involved in decision-making for compliance and control.
What happens if a request doesn't need multiple approvals?
If a purchase can be approved by one individual, the process is quick and streamlined, allowing decisions to be made efficiently while still maintaining control.
Is this solution scalable for larger teams?
Absolutely, it’s designed to handle a wide range of purchase requests, making it suitable for both small and large teams as your business grows.
Who should use the intake feature within my company?
The intake feature should be used by anyone within your company responsible for making purchase requests, regardless of the department or category. This ensures that all purchases are tracked and go through the necessary approvals and compliance checks.
What kind of purchase requests go through the intake form?
The intake form handles all types of purchase requests, across any category. This includes tools, services, supplies, and other procurement needs, ensuring that every purchase request is processed through a single, centralised system.
Does company offer training and support to ensure successful adoption of the intake system?
Yes, company provides training and support to ensure successful adoption of the intake system. The user-friendly design is aimed at making the process simple, encouraging high adoption across your team. We also provide our users with in-depth FAQs regarding all things platform related.
How does intake assist with budget compliance?
The intake feature helps with budget compliance by ensuring all purchase requests go through a centralised system, where they can be tracked, reviewed, and approved. Approver roles can be assigned to ensure that budget controls are met before any purchase is finalised.
How many intake forms am I allowed to have?
There are no limitations at the moment.