Add-on Modules

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.

 

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.
 

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.
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.
 

 

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.

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.
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.
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.