Software for the procurement workflow
- Creation of purchase requirements
- Multi-step approval processes
- Automated transfer to ERP or ordering systems
Professional software for the digital procurement workflow
With edoc procurement your internal procurement and ordering processes are completely digital and transparent. The functions cover the entire procurement process. From the initial notification of requirements to confirmation of receipt of the goods, you can track the status of a process in real time. The main feature is flexible workflow management, with which company-specific workflows can also be mapped in no time at all.
edoc procurement provides the following features:
- Uniform, digital procurement processes
- Customized, automated workflow definitions
- Web-based access anytime from any location
- Transfer of an audit-proof workflow log to the ECM system
- Central dashboard giving an overview of all active activities, which can be filtered by workflow or user
- Individually configurable notification function via e-mail
- Central authorization control including single sign-on
edoc procurement maps the requirements and purchasing process completely digitally. There is also a simple solution in combination with your ERP system for mapping your purchasing processes individually.
Most important features of the procurement software
Efficient application process
Every company has individual requirement processes and request types - with edoc procurement you can manage these processes digitally and flexibly. A requisition can be created with just a few details and then forwarded into approval processes. If required, individually configured workflow steps can be implemented for the request creation process, confirmation of goods receipt and receipt of the goods.
Definition of individual requirement types
Depending on the type of requisition, it is possible to start standardized requirement types (e.g. office supplies, services, training, technology and software) and quickly add, change and manage your own requirement types. You can also customize your procurement process with your own requirement types.
Central dashboard with an overview of all active requests or individual user dashboards
All important details of your process tasks are shown in a tabular overview. The central dashboard also shows the status of the purchase requisitions. All employees involved in the purchasing process maintain an overview of the requisitions and orders.
E-mail notifications
Employees involved in the approval, ordering or incoming goods process are kept up to date on each approval and ordering step by e-mail.
Export to any ERP system
edoc procurement provides an export interface to support all ERP systems for data transfer provided they have a data import/export or an online database interface. A workflow log is automatically created and archived in your ECM system at the end of the workflow, including a detailed list of all available information. The workflow data can be accessed from the ERP system at any time.
edoc procurement provides ready-made and standardized ERP integrations for:
Approval of requisitions - standardized or individually configurable
A purchase requisition is started directly via a requisition form. The form only requires a few details, e.g. type of requirement, desired date and reason for the request, to initiate the application process. The purchase requisition can then simply be approved manually or forwarded to a multi-stage release process that can be individually adapted to your approval rules. As soon as all shopping cart items have been approved, an order can be automatically transferred to a third-party system, such as an ERP or ordering system. If required, you can implement your own workflow steps.
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Frequently Asked Questions
edoc procurement covers the entire process from requisition to purchase order and can also be used for goods receipt.
Supplier and master data can be imported directly from your ERP systems and integrated into edoc procurement.
Yes. Requisitions can be populated with data from framework agreements, catalogs, or price lists, so there’s no need to add this information manually.
Yes, edoc procurement supports up to 8 approval levels at the line-item level and can differentiate between different types of requisitions. This gives you the flexibility to define approval processes according to your organization’s needs.
edoc procurement can be connected to virtually any ERP system. Examples include Microsoft Dynamics 365, SAP, Infor COM, and SHCware. Various DMS/ECM systems, such as d.velop documents, can also be integrated.
Documents created in edoc procurement — such as quotes, order confirmations, or other records — are automatically archived in your document management system.
In addition, purchase order data generated in edoc procurement can be automatically transferred via interfaces to your invoice processing solution (e.g., edoc invoice).
Workflows can be tailored to your requisition and ordering processes. You define which requisition types exist in your organization and configure the workflow steps accordingly. The approval workflow offers additional flexibility, allowing you to set up an 8-level approval process at the line-item level.
In edoc procurement, workflow steps are restricted by user groups, ensuring that access to sensitive data is only granted to authorized users.
Yes. Both a user manual and an administration manual for edoc procurement are available in the edoc Docs Center, always kept up to date.
Before performing your own administrative tasks, we recommend attending edoc’s administration training. This ensures that the administration manual can be used effectively.
Yes. Release notes for edoc procurement — as well as for all other edoc software products — are published with each new version. They can be conveniently accessed in the edoc Docs Center at any time.
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