Purchasing
Every purchase, from request to delivery
Staff ask for what they need, the right person approves it, suppliers send their prices and the order goes out. You can see every step and every delivery.
The busy parts, handled
- Before: Purchases agreed in chats and hallways. With Octabiz: Requests and approvals written down.
- Before: Asking suppliers for prices one by one. With Octabiz: One request for quotes sent to many suppliers.
- Before: No idea what arrived and what is still due. With Octabiz: Deliveries checked against each order.
Everything in purchasing
Purchase requests
Staff ask for what they need, with a check against the budget.
- Budget check
- Sent for approval
- Clear history
Supplier quotes
Ask several suppliers for prices and compare the replies side by side.
- Many suppliers at once
- Side by side
- Pick the best offer
Purchase orders
Turn an approved request into an order and send it to the supplier.
- Made from the request
- Supplier told straight away
- Followed until it arrives
Approvals
Set who approves what, by amount, department or category.
- By amount
- By department
- More than one level
Deliveries
Follow each order to the warehouse and record what arrived.
- Part deliveries
- Quality checks
- What is still due
Spending reports
See spending by supplier, category and department.
- By supplier
- By category
- By department
Up and running in 4 steps
- Someone asks: A request goes in with what is needed and why.
- It gets approved: The right person signs off, by amount or department.
- Suppliers quote: Send one request for quotes and compare the replies.
- The order arrives: Send the order and record what comes in.
Purchasing works with the rest of Octabiz
- Inventory: Received items added to stock
- Accounting: What you owe suppliers next to your other bills
- Team and HR: Departments and managers used for approvals
- Point of sale: Buy for every shop from one place
Businesses using purchasing
- Retail stores: Till, stock, customers and suppliers for shops
Questions about purchasing
Can approvals depend on the amount?
Yes. Set approval steps by amount, department or category, with more than one level if you need it.
Can I record a part delivery?
Yes. Record what arrived, check it, and the rest stays open on the order.
See your own buying steps in Octabiz
A 30-minute call with someone from our team. We set it up with your own details so you can see how it would work for you.