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Purchase Order Automation

Streamline your purchase orders
with UniFi

The UniFi platform gives you extensive features for limitless use cases. These features enable you drastically improve your Purchase Order process and replace your Purchase Invoice Approval Software.

Not only can UniFi replace your Purchase Order Software, but it can also replace all other 3rd party software. Reducing your need to manage multiple disparate systems and helping reduce your costs. It’s one platform to replace them all.

UniFi offers a next generation purchase order automation App that streamlines your purchase orders and ensures accuracy.  

With minimal or almost zero data entry, you can create purchase orders in seconds and route it through your customised approval process (whether that is the manager’s approval, the budget holder’s approval, or anyone else). 

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UniFi allows you to extract the budget from your accounting system (or other budgeting system, or within UniFi itself) so that available budget for the purchase can be checked at the PO entry or approval stage.  

Once the PO is approved and all the checks are positive, UniFi can automatically generate an email to be sent to the supplier to request to purchase the item. 

Add the account details you have with suppliers to UniFi, and it will automatically be added to your PO to suppliers.  

This way, your purchase orders are fully automated, and you don’t have to manually enter data or process a paper purchase order. 

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The Purchase Order App in UniFi’s Purchasing Enterprise Suite seamlessly integrates with online platforms to provide real-time stock availability and pricing information, so you don’t need to leave the UniFi platform.

This saves you time as you no longer need to manually search for information and re-key it.

This capability allows for effortless order placement and verification, complete with automated default coding and delivery tracking.

Advanced Capabilities

UniFi Purchasing Enterprise Suite comes with next-gen Procurement Portal which provides real-time visibility into procurement statuses by interfacing directly with supplier platforms. This capability allows you to track orders, monitor shipments, and anticipate deliveries with unprecedented accuracy.

The suite’s Matching and Control capabilities ensure that every transaction is verified and reconciled automatically, reducing errors and saving valuable time.

 

Post-delivery reviews are seamlessly integrated, allowing you to evaluate supplier performance and product quality, and ensure continuous improvement in your supply chain.

For items that meet the threshold for fixed assets, our Asset Onboarding App collects additional details and calculates depreciation, providing a complete financial picture.

The suite also has a Spend Control and Analytics Centre, which provides deep insights into your procurement patterns. This allows you to easily identify cost-saving opportunities and optimise your purchasing strategies.

 

An intuitive Dashboard, serving as the homepage for this suite, ties everything together. It provides at-a-glance views of key performance indicators, with the ability to drill down into transaction details and generate comprehensive reports.

This central hub empowers you to visualise spending trends, forecast future needs, and make data-driven decisions to enhance your procurement efficiency.

UniFi Bots

UniFi bots are designed to mimic the activities of human users so you can streamline operations, reduce manual tasks, and enhance productivity – all in the background without human input. Bots can imitate and perform routine actions that normally take a chunk of your team’s valuable time.

UniFi currently has 5 bots:
This bot runs in the background. It automates complex, repetitive tasks traditionally performed by humans, reducing errors and freeing up time for more strategic activities.
This bot automates the extraction of data from incoming emails to create purchase invoice transactions, speeding up financial processes and reducing manual data entry
This bot enhances automation by providing AI-driven insights and context recognition, enabling advanced tasks like automatic expense categorisation to streamline accounting processes and minimise human error.
This bot automates routine and time-sensitive tasks by allowing you to set schedules across multiple UniFi apps, ensuring consistent and accurate workflow management.
Integrates seamlessly with external platforms, automating data flow and reducing manual intervention while enhancing accuracy and enabling real-time alerts, such as financial changes with the Companies House connector.

Find out more about our bots here.

The use case, Purchase Ordering , on this page can be completed by a bot. However, it’s important to note that UniFi bots offer incredible flexibility and can be adapted to any use case you can imagine. The below table showcases some of the current ways users are leveraging bots, but these are just a few examples. The possibilities are virtually limitless and constrained only by your creativity!

Bots Use Cases

  • Key Benefits

Other Purchasing (P2P) Use Cases

If you have a unique requirement or use case that’s not listed on this page, it’s highly likely that it’s creatable or configurable in UniFi, please speak to our team and we’ll be happy to discuss your options

UniFi Features

No-code Application Builder

Business Process Management

Automation

Accounting Automation

Middleware & Integration

Excel Add-in

Work OS

Workflow Creator

Business Intelligence

Pre-installed Foundation Apps

Artificial Intelligence

OCR/Autonomous Data Capture

Autonomous Processes

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