Streamline purchase order approval processes to improve process efficiency, save costs, and reduce errors.
An automated purchase order process removes the need to manually send purchase requests to specific teams for approval either using documents or emails, and to manually enter data in systems such as ERPs.
You can set up a workflow that includes the following steps:
In PROCESIO, make use of these actions to build the flow:
- Call API or Webhooks to connect to ERP, CRM or accounting software
- Send Email action to set up custom emails with PO issues
- To create document templates, use the Document Designer
Advantages of streamlining purchase order processes
- Save time and costs by eliminating manual work and preventing errors
- Ensure compliance and security
- Give back time to your team for more relevant tasks