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Purchase Order Management

As a Procurement Manager, we understand that the biggest hurdle you face while establishing a streamlined purchasing process, comes with the use of disparate tools that scatters your information in multiple places and don’t aid you to derive the insights you need, to be fully efficient. 


Referring multiple sources of information to raise a purchase order, updating spreadsheets manually to keep a track of asset utilisation, creating purchase orders in a different tool and struggling to keep a track of the received items in another, can only lead to process delays, confusions in auditing, under utilisation of your resources and inefficiencies in the process.


By introducing Purchase Order Management, we want to help you toss away the disparate tools and embrace an efficient solution to manage your entire asset life cycle from Procurement to Retirement, within Freshservice.


We are working on helping you achieve the following :

  1. Raise a Purchase Order after checking the asset utilisation 
  2. Quickly create a Purchase Order by leveraging the vendor catalog, location details and product/software catalog 
  3. Customise your PO form to capture additional information
  4. Download the PO in PDF format to send it to the vendor
  5. Route your purchase order through multiple stages of approval
  6. Track the Purchase Order through different stages of its fulfilment
  7. Notify your stakeholders about the different stages of purchase.
  8. Collate your vendor quotations, invoices and purchase orders in one place
  9. Associate the request that initiates the purchase order
  10. Keep a log of the changes made in the purchase order
  11. Keep a count of the items received / yet to be received and seamlessly onboard the items to the inventory
  12. Keep a track of the purchase order through which the assets were purchased
  13. View a list of all the purchases made in one place and be able to search, sort and filter them.
  14. Report on the purchases made, to be able to identify key areas of improvement.



31 people like this idea

Derek,

We have prioritised the fix and we are working on the reported issue.I will update once this is in place.



Hi could we have the ability to customise the PDF for the PO's add a different logo or lay out as the main fresh service logo we have does not print out on white paper correctly?


Also can we add business rules to email the approval that they need to approve a new PO and once approved email the requester to say complete and email the supplier?

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