Posted in Financial Process Automation, Workflows

How Sales Order Form Templates Help Improve Business Efficiency

Automated sales orders increase cashflow and let salespeople focus on selling.

Organizations create a sales order form to list the products and services being ordered by a customer. The customer may provide one or more purchase orders (PO) for that purpose.

The sales order is a document that’s created internally by the company so that it may process the order in a controlled manner with the necessary checks, authorizations and signatures in place. Generally, the sales order form includes any associated purchase orders for convenience. In some cases, the sales order may also be sent externally to the client for signature, for example, to formally accept Terms & Conditions.

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Posted in Financial Process Automation

How to create a purchase order process that meets real business requirements

Innovation in your purchase order processes

Purchase order and invoice processing are basic functions every organization performs as part of its day-to-day operations. Employees in the finance department handle POs, get them signed, send them out to vendors and process related invoices on a routine basis.

These processes can often have complex business requirements:

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Posted in Financial Process Automation

How to optimize purchase order processing. Hint – Stop using Excel!

Organizations of every stripe – small businesses, schools & colleges, and even some large companies – continue to email Excel sheets to approve purchase requests and issue a purchase order. While that’s better than paper, Excel still has numerous disadvantages particularly in today’s mobile-centric, data-driven world. You need a fully digital solution.

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Posted in Financial Process Automation

Purchase Orders vs Purchase Requisitions – how they are different

Purchase requisitions and purchase orders – more commonly referred to as POs – are both key documents in an efficient procurement process for any business. They enable teams to plan purchases adequately, plan budgets, and provide proof of spending in case of financial audits.

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Posted in Financial Process Automation, Workflows

The Definitive Guide to Purchase Order Process Automation

A purchase order is one of the necessary types of paperwork that many business owners dread. The purchase order process is often long and complex and requires large amounts of back and forth communication. Too often, information gets lost in this type of unorganized communication – and even when it doesn’t get lost, it’s difficult to keep track of everything in an organized fashion.

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Posted in Digital Transformation, Workflows

“Out with the old” is just as important as “In with the new”

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Are you being asked to “do more with less”?

Our customers often tell us that automating their processes using frevvo has freed up employees’ time. For example, at OESJ, teachers are able to spend more time on students since they aren’t chasing down signatures. At All-Island Gastroenterology, doctors spend less time waiting for patient paperwork and more time caring for patients.

When people are freed up from routine back-office tasks like getting approvals, correcting errors on forms, and looking up part numbers manually, they have more time to focus on work that matters – customers, patients and students.

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This is a crucial aspect of digitally transforming your business. Unless your hiring budgets are increasing 10-15% every year, there’s simply no way to do new things unless you stop doing old things. If you’re an organizational leader, one of the most important things you can do is create and write down a plan that clearly identifies the activities that you won’t be doing this time next year. Let employees know that you aren’t just paying lip service to digital transformation but it’s at the core of the next several years.

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Automation isn’t coming; it’s here and it’s the opportunity of a lifetime

digital-transformation-value.pngJust look around you. See those core business processes. One way or another, they’ll be automated. It’s the opportunity of a lifetime and it’ll change your organization.

Automating these core processes is about driving 50% (or greater) cost reductions in parts of your operations. It’s about changing and enhancing what your people do and don’t do and, most critically, it’s about boosting revenue growth.

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You have to start TODAY! Visit our website and contact us to learn more.

Posted in Customers, k-12, Paperless Schools, Workflows

OESJ (K-12 district) digitized routine workflows. Teachers can now spend more time on students

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Oppenheim-Ephratah-St. Johnsville (OESJ) Central School District is a a small, rural K-12 district in upstate NY. Everything was done using paper and sneakers. Their Director of Technology, Bill Cooper, decided to tackle the problem of reducing paper use.

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After investigating a few solutions, OESJ selected frevvo Cloud for its drag-and-drop design, robust dynamic forms, integration with Google Apps and other systems and the ability to route the form to different recipients based on user data.

Fantastic, everything we needed in one platform.
“We are a small K-12 public school of fewer than 800 students and we are treated like a Fortune 500 company. If you’re serious about eliminating your paper documents, no matter the size of your company or organization, then frevvo is the answer.”

William Cooper
Director of Technology

OESJ started with their Purchase Request workflow and digitized it to eliminate the paperwork, back-and-forth for chasing down signatures and corrections and error-handling. They’ve now automated Vacation Request and HR On-boarding workflows as well. The On-boarding workflow dramatically reduced duplicate data entry and automatically generates Government PDF forms like W-4 and I-9.

The benefits are enormous:

  • Inefficient paper forms with duplicate data entry have been eliminated and seamlessly replaced with online ones.
  • Integration with Google makes it easy to sign in; documents are also automatically uploaded to Google Drive.
  • Teachers spend less time chasing signatures and have more time to spend on students.

OESJ intends to continue digitizing additional forms & workflows such as Parent Permission forms and to integrate them with their School Information and Accounting systems.

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Read the Case Study and learn more by visiting our website.