UniFi delivers enterprise-level purchase requisition automation, simplifying and accelerating the entire 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 is 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 third-party software, reducing your need to manage multiple disparate systems and helping reduce your costs. It is one platform to replace them all.
This app is part of the P2P Enterprise Suite – a bundled set of pre-configured apps designed for rapid deployment and flexible customisation to suit your specific needs.
How does it work ?
Once a requisition is created, it is routed through the approval process based on your customisations and preferences.
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.
The purchasing team can take over to check with the relevant source company by plugging it into a supplier’s order book system.
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.
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.
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.
The Requisition App—part of the UniFi Purchasing Enterprise Suite—features intuitive, shopping basket-style functionality. It seamlessly pulls stock and inventory data from your suppliers’ databases into UniFi, eliminating the need to switch between tabs or external websites.
With a user-friendly interface, you can easily select suppliers, add items, and specify quantities. Whether you’re ordering a single product or a large bundle, the system flexes to meet your needs.
Rich product details, including images and specifications, are readily available to support informed decisions.
Once ready, your request is automatically routed to the right approvers, removing the need for manual follow-ups and accelerating turnaround times.
UniFi’s Purchasing Enterprise Suite includes a next-generation Procurement Portal that provides real-time visibility into procurement statuses by interfacing directly with supplier platforms. This enables you to track orders, monitor shipments, and anticipate deliveries with exceptional accuracy.
The suite’s advanced Matching and Control features automatically verify and reconcile transactions — reducing errors and saving valuable time.
Post-delivery reviews are seamlessly integrated, enabling you to evaluate supplier performance and product quality — driving continuous improvement across your supply chain.
For purchases qualifying as fixed assets, the Asset Onboarding App captures essential details and calculates depreciation to provide a complete financial view.
The suite also includes a Spend Control and Analytics Centre that delivers deep insights into your procurement patterns — helping you uncover cost-saving opportunities and optimise purchasing strategies.
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 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 is not 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 is 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.
| Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
|---|---|---|---|---|---|---|---|---|
| Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
|---|---|---|---|---|---|---|---|---|
| Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
|---|---|---|---|---|---|---|---|---|
| Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
|---|---|---|---|---|---|---|---|---|
| Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
|---|---|---|---|---|---|---|---|---|
| Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
|---|---|---|---|---|---|---|---|---|
| Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
|---|---|---|---|---|---|---|---|---|
| Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
|---|---|---|---|---|---|---|---|---|
| Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
|---|---|---|---|---|---|---|---|---|
Other Purchasing (P2P) Use Cases
If you have a unique requirement or use case that is not listed on this page, it is highly likely that it is creatable or configurable in UniFi, please speak to our team and we will be happy to discuss your options
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