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Procurement

Overview

  • Tracks purchasing processes, including requisition approval and purchase order creation

  • Consolidates multiple purchase and requisition records under a single purchase order

  • Lists products from preferred vendors in a purchasing catalog to support low-cost buying

Many companies depend on cumbersome manual processes when it comes to purchasing everything from ballpoint pens to fleets of cars. Procurement replaces those spreadsheets and emails with a centralized repository where you can track, monitor, and analyze the purchases your organization makes. Built-in reports let you quickly see approved requisitions, preferred vendors by item, and the amount you’ve spent with a particular supplier. You can track requests by purchase order, requisition number, item, requisitioner, and other key data. The Procurement dashboard lets you quickly see your requisition pipeline — broken out by department — as well as purchase order totals by week. With Procurement, you can be sure you fully exploit your relationships with preferred vendors by tracking your purchases from them. You can consolidate each department’s purchasing requests so you qualify for the largest volume discounts available and negotiate the best pricing.

Categories

Business Needs
Finance
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Native App
Lightning Ready
Editable Code