Add-on Modules

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.

• Create payment batches.
• Pre-set desired bank account, suppliers, default transaction date, payment due date and action date.
• Manage authorizations of pending batches.

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.

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.

• 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.

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.

• 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.

• 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.

• 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.