Purchasing
The entire process from requisition generation to PO submittal can be accomplished in minutes.
Purchase Requests
Requisitions may be submitted by designated individuals via WrkPlan's online web portal.
Purchase requisitions are approved by supervisors in the same manner as timesheets.
Neither requester nor approver needs to in the office to submit and approve a requisition, fast-tracking the acquisition timeline.
Always view the status of each requisitions through the portal.
Request for Quotes (RFQs)
Generate one or more vendor RFOs for each requested item.
The purchasing operator can directly e-mail RFQs to select vendors from within the system.
Vendor responses may be stored directly within WrkPlan to demonstrate due diligence for future audits.
Select the best vendor/ bid and item. details for the PO are populated from the RFQ response
Purchase Order
POs may be generated and emailed directly from within the system, so the entire process from requisition generation to PO submittal can be accomplished and tracked easily.
Create Purchase Orders directly from an approved requisition or vendor response
In all cases, manual actions are minimized or eliminated
All participants are automatically notified when their action is required.
Inventory Tracking
Real-time tracking of all inventory items, quantities, and costs. Users can specify multiple warehouse locations, set inventory reorder triggers, and can designate standard reorder quantities to take advantage of bulk pricing.
