Procurement Process Made Super-Easy

Streamline your procurement process quickly and efficiently converting quotes & carts into Sales Orders and Sales Orders into Purchase Orders. With the supplier information for the products, the procurement manager can ensure that the product is procured from the right source, without duplicacy. WorksLeader's Procurement software manages and tracks everything through the full transaction lifecycle, including order status and shipping from multiple suppliers.

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Create, Send & Manage POs

Automate PO Creation

Approval Workflow

End-to-end tracking

Purchase Orders

Create, Send and Manage Purchase Orders

With WorksLeader's procurement software, you can create a Purchase Order from a Sales Order in just one click. Check multi-supplier pricing or inventory while creating a Purchase Order and add Remarks, Comments, and additional Shipment Information on PO and send them on to your preferred supplier using WorksLeader. You can even create a PO for your own warehouse needs for stocking items.

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PO Automation

Automated Purchase Order Creation

Automate Purchase Order creation by setting up rules. If you set up a confirmed cart or sales Quote, WorksLeader automatically creates and sends the Purchase Order to the best possible distributor. This helps create a seamless workflow from quote to sale to purchase order.

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Automation

Approval Workflow in Purchasing

WorksLeader comes with a very robust approval workflow for procurement, allowing you to set up Approval criteria based on Supplier, Purchase Order Value, Manufacturer, and Warehouse, and any other relevant data. Now save time on manual approvals.

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Control your Sourcing and Procurement Process

Split Purchase Order and Partial Purchase Order

WorksLeader's online procurement software is versatile in managing the relationship between Purchase Orders and Sales Orders. You can convert one Sales Order into multiple Purchase Orders or you can combine multiple Sales Orders and create one single Purchase Order.

Shipment Notification and Serial Number Tracking

WorksLeader's online procurement software helps you to easily load shipment notifications and serial number tracking. Also if WorksLeader is integrated with the supplier system or your own ERP, we can also directly pull this information from those systems.

Do More with your Quoting Software

With WorksLeader Quoting Module you can do much more than just quoting! Our flexible design also ensures that we work seamlessly with your other enterprise systems!

3rd Party Integrations

Integrate WorksLeader with your own CRM or any other application. Choose from our wide range of integrations or request a custom integration.

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Reporting & Analytics

Generate your own pre-canned reports or request a custom report. We maintain your complete quote history at all times.

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Professional Services

Need some features and functionality that we do not currently support? Our team of engineers can take customization requests and turn them around quickly.

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