Going beyond regular requests (Guided Ordering)
Do you want the organisation to send requests directly to the supplier? Should the request or collaboration be through an external URL? Or do you want to provide the users with collaboration guidance within the platform? You can do all of that where you need it.
How to work with a supplier or service provider can differ depending on your categories, organisation or agreed interaction. You could have internal services you would like your organisation to use more intuitively and not have a platform per area. Through our platform, you can start guiding your users to where you want them to go and not just use the platform to create regular orders.
We work with three ways of setting up a supplier or service provider:
- Request: These are your regular requests going through the approval workflow, being sent to the supplier, confirmation done by the requester, and providing feedback on the supplier.
- URL or link: link the user to where you want them to order or work further. This could be linked to an internal service provider, e.g., on facility management services, a hotel or booking platform, or even Amazon and instruct your user to use their credit card.
- Instructions: Some services or products might be ordered and managed centrally without the organisation needing to send separate orders themselves. Examples of this could be car leasing or training courses. Following this logic, you can provide some instructions and guides to the user directly in our platform, thus guiding them on to the next steps.
Having the above order methods in mind allows you to scale the use of the platform to much more than just ordering but also guiding your users in a much broader sense like showing who to work with from the supplier, and showing contract elements through our embedded supplier documents management features.
A Guided Intake and Ordering platform that guides your users
Do you already have working procurement processes but need an excellent user-friendly platform to guide your users to where they can order or how to work with certain suppliers? Our most straightforward package will provide you with an easy and accessible guided buying platform that will help you provide your users access to the relevant suppliers you want them to use and show them the next steps. When you are ready to scale up your operations in certain areas, you can easily do that, e.g., start sending requests and approvals through our platform for targeted categories and suppliers.
See more details in our pricing here.