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Purchase & Invoices Management Simplified

Manage your procurement needs for assets, parts, supplies and tools

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Key Features

Complete purchase cycle starting from Purchase request, RFQ, Quotation Comparison and workflow, Purchase Order, Stock Receipt & Invoice

Procurement Challenges

Addressed by DreamzCMMS Procurement Module A mismanaged inventory can affect Business operations largely. It may lead to over or under stock situations causing financial loss to business either way. Procurement process closely linked to DreamzCMMS Asset,
Supplies management provides insights to real-time inventory situation and corresponding purchase needs making the business efficient.

Purchase Order & Invoice Management is an extremely important aspect that enables you to manage procurement cycles intuitively and efficiently. It enables you to keep track of all purchases and make informed purchase decisions based on the intelligent data driven reports available in the system. A mismanaged inventory can affect Business operations largely.

  • Traditional method of procurement management involves a tedious manual process to get a consolidated report or to view the purchase history at one place.
  • Procurement which is made outside, may lead to loss of revenue due to trust issues
  • Manual process of procurement management, it is difficult or almost impossible to achieve efficient Quote comparison.
  • Functions like Split Purchase order, Multi location shipments of a Purchase order are also a challenge in the manual process
  • In absence of centralized procurement it becomes difficult to have a consolidated view of all purchase invoices at any point in time leading to error prone financial reports and decisions.
  • Incorrect decisions, unnecessary purchase requests or missed purchase needs cause inefficient business operations.
  • Manual processes of procurement are prone to human error.

Overcome Your Procurement Challenges With DreamzCMMS

Procurement process closely linked to DreamzCMMS Asset, Supplies management provides insights to real-time inventory situation and corresponding purchase needs making the maintenance process efficient.

Intuitive Procurement Dashboard

  • From the dashboard you will get an overview of open purchase requests, purchase orders, requests for quotes, purchase receipts and vendors etc and take required action.

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View & Manage Purchase Request

  • You can view, add and track purchase requests
  • Each purchase request consists of location, department, requisition date and status
  • Get notification on workflows when the management approves or rejects purchase requests
  • Specific roles can edit or delete requests, add/approve purchase order and add request for quote for a request
  • View the complete history from requisition to invoice

Create Requests For Quote

  • You can create a request for quote based on a approved purchase request
  • Providing required details of the request, choose the vendor, selecting the items for procurement and uploading supporting files
  • The created request will have information like, vendors, location, response & delivery dates, quantity and status
  • You will be notified when the management of your organization approves the request
  • Specific roles will be able to edit / delete a request and add purchase order to a request
  • Users will be able to view the history of request for quote for an item

Manage & Track Purchase Orders

  • Add and track the purchase orders for procurement process at your fingertip
  • Create a purchase order either from an approved purchase request or an approved request for quote
  • Track Purchases with details such as delivery date, vendor, location, value, receipt number and status
  • Get notified when purchase orders are approved/ rejected
  • Specific roles will be able to edit / delete a purchase order and add receipt to the purchase order and add multiple locations for procurement to the purchase order
  • Users will be able to view the history of purchase orders for an item

View & Download Receipts

  • Users can manage, add and track the receipts for completed goods receipts with ease
  • Add a receipt by providing the receipt details and the item details
  • Each receipt can be tracked with details like, delivery date, vendor, location, value, receipt number and status
  • Only designated users will be able to add invoice to a receipt
  • Users will be able to view the history of receipts

View & Download Invoice

  • Users can create and track the purchase invoices for the goods receipts
  • Get notified when the purchase invoice is approved or rejected
  • Track invoices with details like delivery date, vendor, location, total amount and status
  • Only with designated roles users will be able to edit a purchase invoice
  • User will be able to view the history of purchase invoices

DreamzCMMS Procurement & Invoice Management has been developed to provide best in class User experience while managing the entire procurement life cycle. You can easily integrate with existing ERP solutions like SAP, Oracle NetSuite, Sage X3, Quickbooks, CRM and others and get the benefits of both the existing solution as well as that of DreamzCMMS. We are committed to deliver reliable software that can provide dynamic insight into your inventory, saving you from stockouts, missed services and even reduce costs to improve your business efficiency.

Business Benefits Achieved


Other Industries Covered


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Hospital & Healthcare

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Data Center

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Parks & Entertainment

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Municipality

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Education

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