Decent but limited... am I missing something?

We're looking at this app for our very basic/straight-forward procurement process. We tried creating a purchase requisition and found only one purchase item can be added to a purchase req? Am I missing something here? Wouldn't a purchase req consist of 2, 5 or even 10 purchase items? Tried adding purchase item as a related list to the new purchase req page, it wasn't offered. Are we meant to customize this app, to achieve our goal? Curious if other users encountered the same? Overall, giving the app 3 stars, as it's very user-friendly in design. Almost no training req'd, for staff involved in the purchasing process. thanks

very good apps

very good apps we are modifying the application to our needs, but we are very pleased to have this application 100% recommended

Good Starter App for Procurement

This is a good, free starter app for procurement. Easy to demonstrate how you can bring them on the tool with your other teams. You'll want to customize it pretty shortly after installing it, but a great starting point.

(The "printable view" may work for them; just wondering about more complex printouts)

I also am wondering about this; mostly this looks like just what one of my customers is looking for, but they do need to be able to print off the Purchase Order. I don't see this in the app; anyone have any ideas?

Hi David, Can this app issue a purchase order in a PDF Format that can be sent to the vendors? Let me know... thanks!!!

Best suited to structured businesses

This app allows users to pick frequently purchased items from a pre-defined list, buying from a per-defined list of suppliers, and delivering to pre-defined destinations. It is therefore not much use to a smaller company where users are permitted (with approval) to select the products and suppliers, or where the products may need to be delivered directly to an end-customer. There are a few irratating spelling mistakes (like quanitity) which seem rather obvious and smack of poor UI testing. The package is certainly better than email for those companies with a well-defined and regular purchasing policy.

how to use it if I already I have custom object "Purchase orders"?

Hi, I have already created a custom object named "purchase orders" thus I am not able to det this, is there a way to customize the object/tab names so that I can use it? Thanks

good starter app & integration front end

Our F&A department wasn't going to go with salesforce to do any sort of non-CRM business processes, but after test driving this app, we are believers. This is a lot more intuitive than some enterprise finance apps -- it's a good foundation for larger companies, and a good solution for smaller companies.

Help & Support

Elevate Your Agents with AgentExchange Solutions

Have Questions?

Procurement

Showing 6 of 6 Reviews