Procurement runs the whole buying cycle in one place, from the moment someone needs something to the moment the invoice is paid. Employees order from a self-service catalog that blends internal warehouse stock with live vendor catalogs, with eligibility rules and per-station order limits enforced as they shop. Requisitions route through multi-level approval workflows — role, budget-owner, department-head or manager approvers — and anything below a configurable threshold auto-approves so small purchases do not queue behind large ones. Approved requisitions convert into per-vendor purchase orders that issue to suppliers as emailed PDFs. Receiving captures per-unit serial numbers straight into inventory and Asset Pro, while warehouse orders move through a fulfillment queue with carrier tracking. Finance sets cost-center budgets that reserve funds on submission, fire threshold and burn-rate alerts, and can hard-stop over-budget orders outright. Vendor invoices reconcile against POs and receipts through tolerance-based three-way matching with a variance-approval path, and payments clear in batches. AI spend intelligence surfaces duplicate invoices, monthly spend anomalies and categories spread across too many vendors. Requesters and approvers can work the same flows from their phone, and Ask AI answers requisition and purchase-order questions in plain language.

See how Procurement takes a self-service catalog order through multi-level requisition approval, per-vendor purchase orders, and three-way invoice matching against cost-center budgets.

It Services

Highlights

Let employees order from a self-service catalog that blends warehouse stock with live vendor catalogs, gated by practice-level eligibility and per-station order limits.

Route requisitions through multi-level approval workflows — role, budget-owner, department-head, or manager approvers — and auto-approve anything below a configurable threshold.

Convert approved requisitions into per-vendor purchase orders, then issue them to vendors as emailed PDFs.

Receive purchase orders with per-unit serial capture straight into inventory and Asset Pro, and fulfill warehouse orders with carrier tracking.

Reconcile vendor invoices against POs and receipts with tolerance-based three-way matching and a variance-approval workflow.

Catch duplicate invoices, spend anomalies, and vendor-consolidation opportunities with AI, and act on them from an autonomous console.

Capabilities

Self-Service Ordering & Fulfillment

Employee catalog blending warehouse stock and live vendor catalogs
Per-item minimum and maximum order quantities in the cart
Practice-level item eligibility, hidden and hard-blocked at checkout
Station-based ordering with per-order and per-period item limits
Warehouse fulfillment with carrier tracking and per-unit serial capture
Auto-generate per-vendor purchase orders when an order is approved

Requisitions & Multi-Level Approvals

Draft requisitions with line items, cost center, and justification
Auto-approval below a configurable USD threshold
Require 3 vendor quotes above a configurable threshold
Approvers by role, specific user, budget owner, department head, or requester's manager
Route workflows by amount, department, or item category
Require-all or minimum-approvers per level, with escalation to a backup approver
Out-of-office delegation with date range, amount cap, and department/category scope

AI Spend Intelligence & Budget Controls

Budgets by cost center, department, and fiscal year
Live allocated / spent / committed / reserved tracking with utilization %
Funds reserved on submit, committed on approval, with optional hard-stop on over-budget orders
Configurable budget alert thresholds plus burn-rate detection
Duplicate-invoice, spend-anomaly, and vendor-consolidation detection
Act on AI insights from an autonomous console with inline approve/reject

Purchase Orders

Convert an approved requisition into a purchase order
Full draft → issued → received → closed PO lifecycle
Issue POs to vendors by email with a generated PDF
Partial receipts with serial capture into inventory and Asset Pro

Invoices, Matching & Payments

Invoice line items linked to a purchase order
Tolerance-based three-way matching (invoice ↔ PO ↔ receipt)
Variance-approval workflow for out-of-tolerance invoices
Overdue aging report (current / 1-30 / 31-60 / 61-90 / 90+ days)
Payment recording, batch processing, and CSV export

Vendor Management & Catalog Integrations

Vendor directory shared across Procurement, Asset Pro, and Contracts
Vendor type classification and 1–5 star performance ratings
Staples, Grainger, and manual catalog providers
Automatic vendor catalog sync
Vendor spend and order-volume analysis

Limits & Specs

Default auto-approval threshold: $500 (admin-configurable)
Three-quotes requirement threshold: $5,000 (admin-configurable)
Budget alert thresholds: Up to 3 per budget (default 75% / 90% / 100%)
Supported currencies: USD, EUR, GBP, CAD, AUD
Pricing: Requires a license (premium tier)

Screenshots

Procurement dashboard — requisitions, POs, and spend at a glance

Requisition details — line items, approvers, and attached quotes

Purchase orders — status, vendors, and fulfillment tracking

Invoices — match invoices to POs with three-way reconciliation

Finance budgets — track cost-center spend against approved budgets

Use cases

Frontline supply ordering

Field staff order from a station catalog where practice-level eligibility and per-station order limits are enforced, and the warehouse team picks, packs, and ships with carrier tracking and serial capture.

Capital equipment purchase

A buyer raises a requisition above the three-quotes threshold, it clears multi-level approval, the PO is issued to the vendor, and received units flow into inventory and Asset Pro with serial numbers.

Department budget control

Finance sets cost-center budgets; submissions reserve funds, an optional hard-stop blocks over-budget orders, and threshold and burn-rate alerts fire before a budget is exhausted.

Accounts-payable matching

AP matches vendor invoices to POs and receipts, approves variances that fall within tolerance, works the overdue aging report, and clears payments in batches.

Spend governance

A procurement lead reviews AI spend intelligence — potential duplicate invoices, monthly spend anomalies, and categories spread across too many vendors — and acts on approvals from the AI console.

Resources

Procurement Datasheet (PDF)

Datasheet

Features, capabilities, pricing model, and FAQ on one downloadable sheet — share it with your team.

FAQ

Yes. When supply ordering is enabled, employees browse a self-service catalog that blends internal warehouse stock with live vendor catalogs, add items to a cart, and submit — with practice-level eligibility and per-station limits enforced. Warehouse items go to a fulfillment queue and vendor items auto-generate per-vendor POs on approval.

Admins build multi-level workflows with ordered levels and approver types (role, specific users, budget owner, department head, or the requester's manager). Workflows route by amount, department, or item category, support require-all or minimum-approvers per level with escalation to a backup approver, and allow out-of-office delegation with an amount cap. Requisitions below the configurable threshold auto-approve.

Yes. When an approved invoice is linked to a PO, the app runs a three-way match against the PO and receipt, flags variances outside the configured tolerance, and routes discrepancies through a variance-approval workflow.

Not directly — there is no built-in QuickBooks/ERP general-ledger sync today. The catalog integrations connect to supply providers (Staples, Grainger, and a manual provider), and requisitions, POs, invoices, payments, and budgets can all be exported to CSV.

An Ask AI agent creates and tracks purchase requests, and a spend-intelligence engine surfaces duplicate invoices, spend anomalies, and vendor-consolidation recommendations — which admins can act on from an autonomous AI console with inline approve/reject actions. Autonomous actions such as auto-approving low-value requisitions are gated behind default-off capability toggles and the platform's progressive-trust safety layer.

They're separate apps that share a common vendor directory. Procurement runs the buying process end to end — requisitions, multi-level approvals, purchase orders, three-way invoice matching, payments, and budgets. Supplier Hub (formerly Source) manages the vendor relationship itself — supplier profiles, performance scorecards, and RFQ/RFP workflows. Asset Pro is where received serialized units land as tracked assets: receiving a PO line with serial capture creates the corresponding Asset Pro asset.

Yes. Budgets are set by cost center, department, and fiscal year. Funds are reserved when a requisition is submitted and committed on approval, and a budget can enable a hard stop that blocks any order it can't accommodate. You can also configure up to three alert thresholds per budget (default 75% / 90% / 100%) plus burn-rate detection so alerts fire before a budget is exhausted.

Requisitions below the auto-approval threshold (default $500) clear without an approver; purchases above the three-quotes threshold (default $5,000) require vendor quotes in the justification. Both thresholds are admin-configurable per business, alongside the multi-level approval workflows that route everything in between by amount, department, or item category.