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Purchase Requisition
Automation

Simplify your requisitioning process
with UniFi

UniFi enables enterprise-level purchase requisition automation that simplifies and speeds up the entire requisitioning process.

It eliminates tedious manual processes and makes it easy to request, approve, and track purchases. 

Using API, you can connect to a supplier’s order book or catalogue and have it automatically feed accurate information about what’s available and the prices.

The UniFi platform gives you extensive features for limitless use cases. These features enable you to automate requisitioning processes and replace your requisitioning Software.

Not only can UniFi replace your requisitioning 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.

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How does it work ?

1

Once a requisition is created, it is routed through the approval process based on your customisations and preferences.

2

Anyone in your organisation can request the purchase of an item or service, so long as they have the relevant permissions. The item or service will then go through one or more steps of approval such as going to the finance department.

3

The purchasing team can take over to check with the relevant source company by plugging it into a supplier’s order book system.

4

The supplier's order book will return a list of the items the source company sells with prices, and you can go on to select the items and quantities you wish to purchase.

5

From then, the requisition could flow into a purchase order, which then ends up being sent to the supplier to say we want to purchase this.

6

With UniFi, you can negotiate prices or discuss discounts with suppliers while they are still in the requisition stage, and you can also keep track of spending from the requisition stage all the way to delivery.

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The Requisition App in UniFi’s Purchasing Enterprise Suite comes with easy-to-use shopping basket technology. This enables you to pull stock and inventory information from your suppliers’ database into the UniFi platform, so you don’t waste time opening multiple tabs or websites.

An intuitive interface lets you effortlessly select suppliers, add items, and specify quantities.

If you need to purchase multiple items at once, our flexible system can scale with your needs.

Detailed product information, including images, is at your fingertips.

When you’re ready to submit, our intelligent approval routing ensures your request reaches the right decision-makers instantly. This saves you additional time, as you don’t need to manually follow up for approval.

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.

Autonomous Processes

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

UniFi currently has 8 Autonomous Processes:

UniFi automates transaction creation by monitoring emails, extracting key data from attachments using OCR and AI, and seamlessly progressing transactions through workflows for faster, more efficient processing.

UniFi leverages Machine Learning and Generative AI (powered by ChatGPT) to enhance OCR and Autonomous Data Capture, enabling accurate extraction and interpretation of data from various document types, such as invoices, identity documents, forms, and tables. These AI services ensure seamless form population, with machine learning recognising key fields and generative AI providing contextual understanding for financial and HR-related documents, driving continuous automation improvements.

The Scheduler automates transactions at predefined times with preset fields, ensuring consistency, reducing manual effort, and streamlining routine financial processes.

Connect Hub offers pre-integrated autonomous APIs for UniFi, enabling seamless connections to services like Companies House, eCommerce platforms, and travel booking systems, simplifying processes like KYC, procurement, and automated bookings without technical setup.

Robotic Process Automation (RPA), automates repetitive tasks like invoice matching and automated ordering, enhancing efficiency, consistency, and freeing up time for higher-value work.

Generative AI, extends beyond OCR to automate tasks like invoice coding and document authenticity analysis, streamlining workflows, reducing errors, and enhancing compliance.

Integration bots for each inbound UniFi API connection automate interactions with external systems, enabling seamless transaction updates, data syncing, and real-time workflow automation.

 Webhooks in UniFi enable unauthenticated, one-way data transmission for immediate execution, ideal for non-critical processes like real-time notifications where response verification isn’t required.

Find out more about our Autonomous Processes here.

The use case, Requisitioning , on this page can be turned into and autonomous process and completed by a bot. However, it’s important to note that autonomous processes 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.

Autonomous Process Use Cases

Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
  • Key Benefits
  • Replace your Requisitioning Software with a platform that has multiple use cases. Saving you time and money
  • Multi-level budget checking can be performed at any stage of the workflow
  • Faster and more effective requisitioning
  • Streamlined requisition process
  • Reduce paperwork and manual data entry
  • Easy to request, approve, and track purchases

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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