The PurchaseIT dashboard provides quick access to key tools like Order Manager, Approval Inbox, and Procurement Helpdesk. These shortcuts streamline the ordering and approval process, and the Help Widget allows requestors to log queries directly for support.

When placing an order, always capture the quote reference against your cart. This enables both the requestor and the supplier to search and track the order easily within PurchaseIT. If no reference is available, it can be left blank—but including it improves traceability and communication.

PurchaseIT’s OCR feature extracts and auto-fills quote details, saving time. However, the requestor must verify all populated information—especially VAT, part numbers, and descriptions—and manually correct or add any missing details before proceeding.

When placing a CapEx order, it’s crucial to select the correct cost centre and GL code for each item. This ensures expenses are tracked and reported correctly, especially if you’re mixing CapEx and OpEx items or splitting costs across multiple centres.

You can add multiple quotes (from verified suppliers) to your cart if required by company policy. The system enforces rules for quote submission and approval, including the need to motivate your CapEx order and, if only one quote is available, to provide a valid reason and override the rule. Notifications are sent at each approval stage.

The Order Manager allows you to search using filters like Dates, Order Type, Supplier, Business Unit, or Quote Reference. CapEx carts are flagged in red, making them easy to identify.

You can only edit or cancel a cart if it hasn’t been submitted or confirmed by the supplier. Once confirmed, you must close the order instead of cancelling, and may need to contact the supplier or use the Help function for assistance.