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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.

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, Requisitioning , 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
  • 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

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Pre-installed Foundation Apps

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OCR/Autonomous Data Capture

Autonomous Processes

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