Say goodbye to forgetfulness, automate your supplier orders!

Managing your purchases can get complicated when your sales volume increases. Not with Kafinea.

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Supplier orders

Streamline your purchasing processes

Automate your supplier orders according to your stock levels. Kafinea lets you define both your procurement rules and your stock management rules.

Other aspects, such as logistics and anticipation of customer orders, can help you considerably increase the efficiency of your purchasing.

APPROVALS

Validate your purchases

Simply define a validation circuit for your supplier orders, enabling you to obtain approval of a pricing proposal by one or more managers in view of its final validation.

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Reports & charts

Keep control of your expenses

Visualize and analyze your exchanges with suppliers, your expense flows, your unpaid invoices and much more, thanks to Kafinea’s reports and graphs. You can also measure the profitability of your supplier contracts and fine-tune your accounting strategy.

Pricing & Invoice Requests

Easily manage your supplier files

In addition to managing your purchasing processes, Kafinea gives you greater visibility over your suppliers’ pricing. This allows you to better control the impact of future purchases on your cash flow.

Kafinea lets you automatically issue invoice requests to certain suppliers. This enables you to better anticipate future expenses, and saves you considerable time in managing your accounts.

Automation for purchasing

  • Automatic supplier orders

    Set a minimum replenishment threshold that triggers an automatic supplier order.

  • Connected webforms

    Import data received from a contact form and use it in Kafinea.

  • Customizable price books

    Create and apply specific price books for your customers and suppliers and save time in your transactions.

  • Customizable workflows

    Create your own workflows to automate the creation of a form, the updating of a field, the sending of an email and much more.

  • Quick creation of a purchase order

    Order manually or automatically from your supplier in one click from an issued invoice.

  • Reminder notifications

    Customize your reminders (pop-up window, email or SMS) and their triggers.

  • REST API

    Synchronize data in real time between the platform of your choice and your Kafinea instance.

  • Scheduled reports

    Set up the periodic emailing of a spreadsheet or graphic report.

  • Supplier order automation

    Trigger an automatic order with your supplier when a product’s replenishment threshold is reached.

  • Webhooks

    Send data to other platforms about an event that has just taken place.

Advanced purchasing features

  • Advanced access rights management

    Choose which actions are doable or which information is visible to a group of users, down to each field.

  • Comments and attachments

    Share information and documents with colleagues via the Comments block on Kafinea records.

  • Customizable fields

    Add your own input fields, picklists, date selectors, URLs, etc.

  • Dynamic email templates

    Create your own dynamic email templates easily using shortcodes.

  • Dynamic PDF templates

    Design as many dynamic PDF templates as you like using shortcodes.

  • Picklists dependency

    Create a relationship between two picklists so that the choices available in one dynamically adapt to the choice made in the other.

  • Quick creation of delivery notes

    Create a delivery note in one click from a supplier’s order to facilitate your merchandise checks.

  • Relational tabs

    Switch from one record to another linked record with a single click via relational tabs.

  • Reports and charts

    View key information on the module of your choice in real time via spreadsheets and graphical reports.

  • Sending text messages

    Send a text message to a prospect, customer, supplier or colleague in just one click from their record.

  • Tag filtering

    Group different records together under the same tag to find them easily in one place, even if they belong to different modules.

Basic purchasing functions

  • Adding images to files

    Illustrate your Kafinea records with an image.

  • Adding products and services from a catalog

    Automatically import prices and quantities for your products and services from a catalog.

  • Choice of a storage location

    Define a storage location for each item or family of items.

  • CSV import

    Import data via a CSV file by mapping columns in the original file to Kafinea fields.

  • Customizable blocks

    Divide your forms into accordion blocks to group your fields.

  • Customizable dashboards

    Create your own individual dashboards and easily find the information that matters to you.

  • Customizable file naming conventions

    Set prefixes and suffixes for your document names and their incrementation.

  • Dynamic widgets

    Create your own widgets on your dashboards and visualize your data more easily.

  • Filtered views

    Create data lists with filtered views you need on a regular basis and save time.

  • Link to corresponding ledger account

    Simplify your accounting by linking your customer and supplier files to their corresponding ledger accounts.

  • Manual creation

    Generate simple, clear and professional documents in just a few clicks.

  • Manual payment entry

    Manually enter a payment received physically, by check or cash for example.

  • Multi-currency compatibility

    Do business with your customers abroad, Kafinea is compatible with multiple currencies.

  • Multi-UoM (units of measure)

    Buy or sell in different units of measure, Kafinea standardizes and weights them for you.

  • PDF format export

    Export the data of your choice in PDF format.

  • Record follow-up

    Be notified when a record you are monitoring is updated by one of your colleagues.

  • Records duplication

    Duplicate any record in one click.

  • Sections in accounting documents

    Divide the lines of your accounting documents into sections to make them easier to read for your customers and suppliers.

  • Sending email

    Send an email to a prospect, customer, supplier or colleague in just one click from their record.

Related pages

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