Task 1 · typically 30 min, every day
Turn purchase requests into purchase orders
Run purchase requests through an intake-to-PO tool with approval rules
Coupa, Zip, Ramp Procurement, Procurify and Precoro turn a request form into an approved PO, routing approvals by amount and budget and reminding approvers.
- 1Write approval rules by amount, department and category (e.g. IT and legal review for software).
- 2Set up a request form in your procurement tool or ERP.
- 3Turn on automatic reminders and mobile approvals.
- 4Let approved requests create the PO and send it to the supplier automatically.
Tools: Coupa · Zip · Ramp Procurement · Procurify · Precoro · SAP Ariba · NetSuite
One more way to fix itHide the other fixes
Let people buy routine items from approved catalogs without a PO
Punch-out catalogs and preferred supplier accounts with pre-set budgets let employees buy routine items directly, so purchasing only handles real sourcing.
- 1Find the top 20 routine items and suppliers from last year's POs.
- 2Set up punch-out catalogs (Amazon Business, Staples, CDW, Grainger) in your procurement tool.
- 3Allow purchases under a threshold from catalogs without a separate PO.
- 4Review catalog spend monthly.
Tools: Amazon Business · Coupa or Ariba punch-out · CDW · Grainger · Staples Business Advantage