Business Software, Consulting and Development

Electronic Purchase Order

– Accelerate your procurement processes

EPO in Sage Evolution

 

Are you ready to take your procurement management to the next level?

The Electronic Purchase Oredr (EPO) module is a web-based application, fully integrated with Sage Evolution, allowing for the facilitated procurement flow – from requisition to purchase order with configurable workflows and all relevant information directly accessible from your company’s database. – Make your requisition processes an easy an faultless task.

And the best part? – You can access it from anywhere.

 

 

 

 

 

 

Key Benefits

Multi-company support

Multi-company support Multi-company support within one EPO system, supporting multiple Evolution companies in a single online environment.

Seamless integration with Sage Evolution

Seamless integration with Sage Evolution – Whenever the status of a document changes, these changes are directly visible in both Sage Evolution and in the EPO web environment.

Full history of purchase orders and expense claims

Full history and audit trail, and extensive (customizable) reports – All documents, whether approved or rejected, will be stored directly in the application.

Accessible for both domain users and Sage users

Accessible for both domain and Sage users – Not every EPO user needs a Sage Evolution account. User accounts can be set up using both Sage Evolution and domain users.

Multi-currency support

Multi-currency support – The EPO module supports documents in multiple currencies. Hence, you will be able to create documents with all the currencies that are active in your company’s database.

Easy access

Facilitated online access – Easy access to the entire procurement process, from the submission of a purchase requisition to the final purchase order approval – anywhere, anytime – even when you do not have direct access to your company’s network. Take advantage of on- and offshore notifications, and send purchase orders directly to suppliers.

Defaults modules

By default, the following modules are fully integrated in EPO:

 

Purchase Orders

  • EPO allows for the facilitated submission of purchase orders with all relevant information directly accessible from the company’s database.
  • Submit purchase requisitions and purchase orders.
  • Attach messages and files to be reviewed by the authorising party.
  • Manage authorizations of purchase requisitions and purchase orders.

 

 

Expense claims

  • Post expense claims directly in the system.
  • Specify workflow, purpose and start date, and add description.
  • Add detail lines per claim.
  • Attach messages and files to be reviewed by the authorising party.
  • Manage staff loans.

 

 

Add-on modules

Additionally, you can choose from the following set of modules, and more, to be added to the default version of EPO:

 

Cash advances

  • Request cash advances.
  • State the purpose of the requested cash advance and add description, facilitating the review and approval of the request.
  • Specify preferences for receiving the advance (e.g. cash or bank transfer).
  • Attach messages and files to be reviewed by the authorising party.

 

 

Payment batches

  • Create payment batches.
  • Pre-set desired bank account, suppliers, default transaction date, payment due date and action date.
  • Manage authorizations of pending batches.

 

 

Credit notes

  • Create credit notes.
  • Include information on the customer, workflow, branch, order and delivery dates.
  • Add detail lines.
  • Attach messages and files to be reviewed by the authorising party.

 

 

 

Return to suppliers

  • Returns to suppliers can be requested.
  • Include information on the supplier, workflow, branch, order and delivery dates.
  • Add detail lines.
  • Attach messages and files to be reviewed by the authorising party.
  • Save as draft or submit directly.

 

 

 

Debit batches

  • Create batches for direct debiting of customers.
  • Set a bank account, customer options, default transaction date and payment due date effortlessly.
  • Manage authorizations of direct debiting.

 

 

Sales order

  • EPO also allows for the submission of sales orders with all relevant information directly accessible from the company’s database, and with fully customisable workflows.
  • Add multiple detail lines to a single sales order.
  • Link sales directly to customers.
  • Attach messages and files to be reviewed by the authorising party.
  • Manage authorizations of sales orders.

 

 

 

Take advantage of a facilitated process from initial purchase requisition to purchase order, with the following add-on modules:

 

Purchase requisitions (REQs)

  • Submit new purchase requisitions to be authorized by the according parties.
  • Add and manage requisition lines.
  • Attach messages and files to be reviewed by the authorizing party.
  • Review workflow steps.
  • Review pending, approved and rejected requisitions.
Supplier gateway

  • Manage a portal, dedicated to suppliers directly inputting quotations on quantities and prices.
  • Provide suppliers with access to the system.
  • Allow suppliers to navigate through all requests for quotations addressed to them.
  • Review files provided by suppliers.
  • Choose suppliers easily based on the “winners” provided by the system.
Requests for quotation (RFQs)

  • Convert approved purchase requisitions into requests for quotations from suppliers.
  • Review supplier quotes.
  • Get a quick overview of the “winner” of the bid, generated by the system.
  • Have the ability to select suppliers according to your needs.

 

Want to learn more?Contact us directly.