Manage your expenses

Ordering and material procurement, including approval process

With the ordering system in work4all, you can reorder supplies from the item list and convert required materials or subcontractors from customer orders into purchase orders. A central purchasing process, managed through requisitions and involving negotiations with suppliers, can also be handled in work4all. The result is a transparent process with demand notifications, orders, potential delivery notes, incoming invoices, and their payment, all exported to financial accounting—keeping all documents stored in the supplier and project files.

Fully integrated material purchasing

Reordering your items is taken from the article list and is automatically divided by supplier. With a single click, all orders are created and just need to be sent via email—directly from work4all. Alternatively, a price inquiry to the supplier can be initiated first.

Conversion from customer orders

Order the required goods or services directly from the order, taking into account your purchasing conditions from the respective supplier, of course.

If the order is placed in storage arrives, it is only drag-and-drop to the incoming delivery note or to Incoming invoice converted and, if necessary, booked the material into the warehouse.

Approve orders

Before an order is sent, an approval process can be automatically triggered for authorization by the supervisor(s). The number of approvals and the amount of money from which orders must be approved are just one of many configuration options.

Purchase prices from the item master data

You maintain the purchase prices in the item master data. Of course, several purchase prices can be stored, supplier-specific article texts or numbers, etc. Even the accounting cost accounts can be stored and are therefore included in FIBu export fully available.

ERP/Ordering

Feature overview

Procurement of materials directly from the item list

Purchasing conditions such as purchase price and minimum order quantity from the supplier

Order based on an external price request or an internal requirement report

Supplier-specific item information such as item number and text

Integrated orders from customer orders or offers

Document storage for offers and order confirmations from your suppliers

Cross-order order procurement through automated ordering processes

Convenient overview lists, e.g. open orders sorted by planned delivery date to check incoming goods

Simple email dispatch using templates

Integration of orders into projects as well as into corporate and project controlling