Procurement
Creates clear transparency in the procurement process and reduces manual errors
How this feature creates benefits
This feature helps organizations to systematically enter, approve, manage and charge outlays and external Purchases.
Approval and status filters help to differentiate between approved costs and unresolved outlays. Report and controlling tools provide insight into project profitability – including third purchases taken into account. In short: less workload, less risks, better cost control.
The procurement feature prepares Vertec for professional procurement processes thanks to structured processes. It also documents responsibilities and links outlays with accounts payable and projects. This provides comprehensive tracking up to the final charging.
How it works
The procurement feature expands Vertec with a structured management of outlays and purchases. The prerequisite for use is the licensing of the module "Purchases".
After import, a folder structure is created that depicts all phases of the purchasing process – from planning to approval to charging. Outlays can be entered either directly on a project or via creditors, documenting information such as type, amount, supplier and status.
- Centralized approvals, with clear status and responsibilities
- As soon as an outlay is linked to a creditor and the invoice is created, it is automatically marked as settled
- All Purchases in project controlling are taken into account – including expenses and expenses
Knowledge Base Articles
Prerequisites
Module “Purchase”
Related features
Licence sales and service agreements, Sales Pipeline & Opportunities
Frequently asked questions
Can I save visit reports in the system and link them to following tasks?
You can document your appointments in Vertec. To do this, create activities and assign them to a project, a company or a contact. If necessary, you can create tasks with a due date and a responsible user.
Can I store mails directly in Vertec via Outlook?
Yes, with the Vertec Outlook AppOutlook App, you can assign mails directly to projects or contacts. These are linked in Vertec and automatically saved in the document storage. With the full text search, emails stored in Vertec can be searched by all authorized persons.
How can I test Vertec without obligation?
You may test Vertec for 30 days free of charge and without obligation in your personal test environment.
Start your free trial now.
