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 :
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?
Any date for the export in .CSV file ?
Also, the next step would be to prepare the Purchase Order, and once validated, being able to automatically create the assets in the inventory based on the Purchase List. This is a must have feature that will offer a lot of benefits.
Like that, we can get rid of Bulk Importing the assets in the purchsase proces with the CSV import feature which is a real pain for Common SD Agents.
Will you create this feature ?
Exporting in .CSV and creating assets in inventory from the PO page after you have received them, are features that are currently being worked on. The export feature will be shipped sooner. I'll update you once they are out.
@Keith - We currently use the logo that you have uploaded in Admin > Helpdesk rebranding. Can you try giving a shot at customising it? We can discuss further if it doesn't solve your use case still.
Wrt other requirement, it is great suggestion. We'll try to see how we can accommodate this in our future enhancements.
Do you know when this feature will be available to everyone?
This feature is live for new plans - Growth, Pro and Enterprise.
In addition to what was already available in the beta scope, we have shipped the following items:
Filtering and exporting purchase orders in CSV format for reporting.
Ability to customise the purchase order number
Sending the orders to multiple rounds of approval to prevent maverick spending.
A simple process to keep a tab of the received items to ensure receiving the items on time.
Raising a purchase order from the service request page and also the ability to link it back to the purchase orders at a later stage to fulfil requests on time.
Bug fixes for all the above reported issues.
We are fast following with the ability to create assets in the inventory from the purchase order page after receiving them.
You can use the feedback widget in the purchase order list page to continue sending your feedback and requirements.
Hi there, is the ability to have your own prefix on the roadmap for this module? Example: Begin the PO's with Year- at a minimum. So 2021-0001.
Hi, we currently have the Estate package, when/how are we going to be transitioned to the new format of packages to enable us to use the Purchase Order system? Thanks
Also am waiting..
tried to sign up for the Beta, never received a reply.
Contacted Sales, they said I would be updated to this feature in a couple of months...
I continue to wait. I already use homegrown forms and asset importing to handle PO management in my helpdesk... I am EXTREMELY anxious to start using am integrated system