Purchase Orders (PO) and Purchase Requisitions are extremely common documents that practically every business uses. They help businesses control costs, ensure that employees cannot bypass business standards and that the business gets the best possible deal. Problems are easier to track down. If the vendor delivers the wrong items, the signed copy of the purchase order proves what the business actually ordered.Continue reading “How Purchase Order and Purchase Requisition Templates Help Your Business Succeed”
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:Continue reading “How to create a purchase order process that meets real business requirements”
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.Continue reading “How to optimize purchase order processing. Hint – Stop using Excel!”
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.Continue reading “The Definitive Guide to Purchase Order Process Automation”
Central Wyoming College saw significant value in streamlining their PO process which involves calculations, lookups and dynamic routing fixing a particularly error-prone procedure as a result. Instead of a paper-based process that required manual follow-up, delays and hours of wasted time, they now have a digital process that works on all devices, is easy-to-use and saves hours of staff time allowing them to focus on students rather than paperwork.
Watch this video recording and hear from their CIO John Wood as he demos their solution and how the college is benefiting from an automated workflow. A recording of the full webinar including Q&A is also available.
Central Wyoming College serves Fremont, Hot Springs and Teton Counties. CWC is committed to supporting students through their educational journey and helping them achieve success.
CWC wants to reduce their reliance on paper and sneaker-net processes. They saw significant value in streamlining their PO process which involves calculations, lookups and dynamic routing fixing a particularly error-procedure as a result.
“Our PO workflow was automated in record time. The forms look good and are
easy-to-use. frevvo’s system just works and meets our needs at reasonable cost.”
Chief Information Officer
CWC selected frevvo to automate their PO process because of its modern look & feel, speed of implementation, ease of use and dynamic routing.
As a result of the streamlined PO process, hours of staff time have been reduced and CWC staff can get back to focusing on students rather than administrative tasks.
Purchase Order Approval is one of the most common day-to-day workflows. Many customers choose Live Forms to digitize this workflow and quickly see positive ROI.
Join us on this webinar where we’ll show you how to:
- Install a PO template with a single click.
- Run the template.
- Edit the template and modify it.
- Add users & roles for routing.
- Add the workflow to a portal and use it on multiple devices.
Date: Tuesday, Mar 21, 2017
Time: 1.30 PM EST
Duration: 45 minutes (including Q&A)
Purchase Order Approval is one of the most common day-to-day workflows.Many customers choose Live Forms to digitize this and other routine workflows. Automating purchase order approvals is easy and provides several benefits:
- Pre-filled forms and automatic calculations eliminate errors & omissions.
- Workflows are conditionally routed based on business requirements.
- Purchase Orders are approved and completed on-time.
Watch this short (3 min) video to quickly see how digitizing this routine workflow with frevvo can help save you time & money.