Purchase orders

You can create an order in a few clicks. You set up your workflow and approval processes exactly as you need.

Subsequently, the order summary is automatically created as a PDF output and sent by e-mail to the supplier without the need to use Outlook. Our experienced consultants will help you map these processes and make your work as efficient as possible.

Creating an order

Creating a new order is really easy. The range of fields that are mandatory for the order, as well as the categorization, statuses and field editing options in the individual steps are fully configurable. The system also allows ordering by proxy customers for various entities. It also supports holding structures. It also allows you to create master orders and repeat them periodically with a few clicks.

Edit items and categorization

The selection of items can be done directly from the product catalog, including detailed data, such as dimensions, weight or price development over time. If it is necessary to order items that are not in the product catalog, the system also allows their free entry in the text field. If these items are additionally from different suppliers, the system will break them up into individual separate orders for individual suppliers. You don't have to assemble and sort them so laboriously.

Workflow, approval and digital signature

The order undergoes an approval process. It is fully configurable and adaptable to the functioning of your company. Typically, approving orders for lower and higher amounts differs. For lower amounts, the approval of a superior will suffice; higher amounts may require the approval of the general manager.

Delivery confirmation and pairing with invoice

However, the workflow does not have to end only by sending the order to the supplier, it can also continue to other possible states, such as "Goods delivered" or "Invoice received". From the order, the system refers to the invoice that is linked to it and automatically checks its items. They can then allocate them to different centers.

Filtering, reports and exports

You can view orders in comprehensive reports, sort them as you like, filter them, and export these selections to xls and csv formats. Or create a menu item from it and have it available at any time with one click, for example as a list of orders for approval. You will get a quick overview of, for example, unapproved or above-limit orders.

Connections and integration

The connection to the email client and accounting systems also contributes to the comprehensive management of the order process, where, for example, two-way communication about approved suppliers takes place via an open API interface. This ensures that individual users only order from the company's authorized suppliers.

Mobile application

Download our mobile application. It will help you when working in the field. It is no stranger to GPS, NFC, QR or barcode technologies and can be downloaded for Apple or Android mobile phones.

Download for Apple
Download for Android

Case studies

INSIO easily managed not only to easily take into account our requirements, but also to modernize some steps. For example, thanks to the integration into the OCR digitization system, we have completely automated the process of writing invoices into the system with artificial intelligence.

David Jelen – CFO

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By implementing the INSIO system, UNION pojišťovna acquired a tool that effectively solves the purchase process, from the request through the order, communication with suppliers to tracking the delivered goods. The system is flexible, it can adapt to changes in the organization, processes or permissions.

Zuzana Szabados – Procurement Director

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Innovation accompanies us throughout our history, they are our essence, both towards our customers and in our own functioning. The field of IT has always been a very sparsely developing field. It’s not enough to just keep up, you have to be ahead of the competition to succeed.

Martin Souček – General Director

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