Requisition Management Software
Requisition management software minimizes the complexity of purchasing multiple products from a wide range of suppliers. Rather than relying on email and spreadsheets, you can use requisition software to automate the way you gather requests, obtain vendor bids, create quotes, approve quotes, manage purchases, and fulfill orders in one online location.
How Requisition Management can work for you
Eliminate paperwork while providing sales, service, shipping, receiving, management, and others with visibility through integration across the Acumatica system.
Acumatica Requisition Management software helps you streamline your most complex purchasing processes as you serve the needs of internal or external clients. Because our purchase requisition software integrates with other Acumatica modules, you can eliminate paperwork while providing your sales, service, shipping, receiving, management, and other teams with visibility into your requisition processes.
Key Benefits of Requisition Management software for your Company
Save time and eliminate paperwork by automating the requisition process. Authorize users to select from your catalog, limit requests to specific items, or enter descriptions. Automate the entire process including order collection, supplier bids, sending and approving quotes, issuing purchase orders, receiving goods, and more.
Create sales quotes based on catalog pricing or cost plus algorithms. Print or email quotes to customers. Automatically generate sales orders and purchase orders to complete sales activities.
Workflow and Approvals
Approval maps and authorizations ensure that the right people are alerted when they are needed in the process.
Eliminate paperwork and speed the bidding process by emailing requests to multiple vendors. Award the business to a single vendor or select multiple vendors for different line items on the request.
Setup for Future Growth: Cloud-Based Inventory Management Software
If you own a business, you know about working hard on a daily basis. You are laser-focused on the day-to-day operations. The fact is, however, you must look ahead and determine what your business will need in order to grow. Investing in inventory management software increases productivity and efficiency as well as enhance your business’ growth potential in the future. But traditional client-server systems come with the increased cost of installing and maintaining server hardware and software and client software. Let Ordertrak show you how Cloud-based software can increases productivity and efficiency as well as reduce software and hardware installation & maintenance costs.
Important Features of Requisition Management Software
Automatically create purchase orders in the purchase order module from approved requisitions.
Predefined Request Lists
Limit requests to a specific list of inventory items by user.
Hide Inventory Items
Optionally hide your product catalog from users, requiring manual item entry.
Collect and Organize Requests
Bundle requests from multiple sources in a single requisition. Create approval rules based on quantity, request amount and more.
Set requisition defaults by request class to simplify data entry and reduce errors. Limit selection to a specific list of items, create customer only requests, hide vendor information, hide inventory catalog information, allow multiple vendors per request, and set promised lead times.
Create Customer Quotes
Create customer quotes to offer a price to customers for requested goods.
Sales Order Integration
Turn an approved quote into a sales order from with one click. Sales orders are managed by the rules within the sales order module and linked to the requisition for easy access.
The Requisition Management module integrates with purchasing, order management, inventory management, and all financial modules to automate all processes, eliminate duplicate data entry, and properly account for all transactions.
Automatically create a complete audit trail of all transactions, including user IDs of who entered and approved the transaction, and any user who modified the record. Optional notes and attached electronic documents remain with the activity records.