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Supplier orders

APPROVALS

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Reports & charts

Pricing & Invoice Requests

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 features

  • 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.

Unleash your company’s potential now.