Supply Chain

Percy Purchase

Purchasing & budget management

Manage budget, purchasing and actuals in a workflow tool. Generate purchase orders and define an approval workflow over multiple levels or departments based on variables like budgets, amounts and authority.

Key features

Approval workflow for purchasing

Insights in budget versus actual spend

Supplier management

Similar real-world cases

Key features of this template

End to end control of budget, purchase orders and actuals

Customizable approval workflows across departments

Compare budget and actuals on a real time basis

Business rules to manage boundaries and exceptions

Harmonization of purchasing over multiple locations or divisions

Reporting on actual spend, open PO’s, approval status

Enhance it with AI

Enhance fraud detection by using an AI to determine whether a budget is fraudulent.
Improve future purchase planning by using an AI to forecast based on historical data.

More information about combining Triggre templates with AI >>

Suggested AI:

Connect with ...

Office 365

Tableau

Google Docs

... and any other external service thanks to Triggre's native Web APIs functionality!

Tips for customizing your template

Share PO's with suppliers

Supplier portal for reach out purchase orders

Insights in article purchasing

How do I use this template?

Go to the dashboard of your Triggre Designer. There's a slider where all templates are shown. Go to the template you want to use by clicking the arrows left or right and click Load template. It will be loaded into your Designer instantly.

For more information about using templates, please take a look at our Knowledge Base articles about this topic.

How do I use this template?

First, download the template using the button below. Create a free Triggre account. Then, go to the Triggre Designer and click on "Versions". Click on the "Add" green button and then "Upload new version". Select the template file, and it will be loaded into your Designer instantly.

Download template

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