Purchase orders
Purchase orders runs what your business buys: your suppliers, what you buy from each and every order, line by line.
Suppliers and purchase orders for a workshop or a company: a Buyer agent writes each order email, the workshop records what comes in, and with Approvals the owner or a manager approves the larger orders. With departments, each one has its budget.
Try it
Business details, Products, Contacts, Suppliers, Supplier deliveries, Purchase orders, Purchase requests, Staff
Try it freeWhat it does for you
You and the workshop work from one list instead of notebooks, phone calls and loose emails.
The workshop drafts an order for the materials it needs. An AI agent then writes the order email to the supplier: each material with its quantity and price, the total, the day you need it by, and a request to quote the order number on the delivery note and the invoice.
- Read the order and the email, correct the email if needed and order it, then Send the order email mails it to the supplier, so nobody types an order by hand. With Approvals, an order above your approval amount waits for you or a manager to approve it, and with Approval limits the larger ones also wait for finance or for you.
- The workshop records each delivery, line by line, and each order shows whether it is ordered, partly received or received. Every order prints as a purchase order.
- With departments, each department has its head and its budget for the year, and each order shows what is left of its department's budget. With Reports, the Reporter, an AI agent, writes you a spend report every Monday: what each department ordered, what waits for approval and what is left.
Make it yours
Your business is not quite like any other. Ask the assistant for what is missing, in your own words: a new step, an email, a list, a rule. Every change is shown before it happens, and any change can be undone.
Orders under 200 need no approval.Add the supplier's delivery time, in days, and fill in Needed by from it.Email the workshop when an order is received in full.
Add-ons that change it
Each of these adds one more thing to your base. Tick the ones you want when you create your base, and add or remove them later in Settings, Modules.
Approvals
A document above the approval amount of Business details waits for the approval of the owner or a manager.
Departments
The groups of people under a manager: departments, regions, teams, crews and portfolios.
Reports
The reports that agents write each week or month.