Additionally, you can choose from the following set of modules and more to be added to the default version of EPO:
Cash advances
- Request cash advances.
- Save time by having the supplier and the order date automatically set.
- State the purpose of the requested cash advance and add description, facilitating the review and approval of the request.
- Specify preferences for receiving the advance (e.g. cash or bank transfer).
- Attach messages and files to be reviewed by the authorising party.
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Payment batches
- Create payment batches.
- Pre-set desired bank account, suppliers, default transaction date, payment due date and action date.
- Manage authorizations of pending batches.
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Credit notes
- Create credit notes.
- Include information on the customer, workflow, branch, order and delivery dates.
- Add detail lines.
- Attach messages and files to be reviewed by the authorising party.
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Return to suppliers
- Returns to suppliers can be requested.
- Include information on the supplier, workflow, branch, order and delivery dates.
- Add detail lines.
- Attach messages and files to be reviewed by the authorising party.
- Save as draft or submit directly.
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Debit batches
- Create batches for direct debiting of customers.
- Set a bank account, customer options, default transaction date and payment due date effortlessly.
- Manage authorizations of direct debiting.
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Sales order
- EPO also allows for the submission of sales orders with all relevant information directly accessible from the company’s database, and with fully customisable workflows.
- Add multiple detail lines to a single sales order.
- Link sales directly to customers.
- Attach messages and files to be reviewed by the authorising party.
- Manage authorizations of sales orders.
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Take advantage of the facilitated process from submitting the initial purchase requisition to posting a purchase order, with the following add-on modules:
Purchase requisitions (REQs)
- Submit new purchase requisitions to be authorized by the according parties.
- Add and manage requisition lines.
- Attach messages and files to be reviewed by the authorizing party.
- Review workflow steps.
- Review pending, approved and rejected requisitions.
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Supplier gateway
- Manage a portal, dedicated to suppliers directly inputting quotations on quantities and prices.
- Provide suppliers with access to the system.
- Allow suppliers to navigate through all requests for quotations addressed to them.
- Review files provided by suppliers.
- Choose suppliers easily based on the “winners” provided by the system.
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Requests for quotation (RFQs)
- Convert approved purchase requisitions into requests for quotations from suppliers.
- Review supplier quotes.
- Get a quick overview of the “winner” of the bid, generated by the system.
- Have the ability to select suppliers according to your needs.
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