Streamline procurement

Overview

Within Spendflo’s platform, setting up the procurement process is the first step of the onboarding journey. This step ensures that the necessary vendors and tools are imported or added to get started seamlessly. The steps also guide the users to have the necessary resources for efficient support through the onboarding journey.

Key Benefits

Completing onboarding steps like centralizing vendors, inviting team members, and configuring workflows is critical to streamlining procurement. Centralizing vendor data ensures that all vendor information is easily accessible in one place, reducing manual effort and improving visibility. Inviting team members enables collaboration, ensuring stakeholders can contribute to decision-making without delays. Configuring workflows customizes the procurement process to fit your organization’s needs, automating approvals and minimizing bottlenecks. 

By completing these steps, users can establish an efficient procurement process that saves time, reduces errors, and ensures seamless collaboration from day one. This consists of the following tasks to be completed:

Setting up your procurement processes

Step 1. On the onboarding home page within the platform, click on “Streamline procurement” to get started. This unveils a dropdown of the tasks related to the onboarding step.

Step 2. Click on “Import your vendors” as the first task, and then click on the CTA “Import Vendors”.

Step 3. You’ll be redirected to the available integration page. Click on “+ Add a Contract” to start adding contracts manually, or click on “+ Integrate your ERP” to proceed.

To know more about this step, click here.

Step 4. Once done, click on the following task “Invite Users” and then click on the CTA “Invite Users”.

Step 5. This gets redirected to the settings page where users can be invited on the Spendflo platform.

Step 6. Lastly, for the final task under the procurement process, click on “Configure your Workflows” and then click on “Create Workflow” to set up procurement workflows.

Step 6. This redirects you to the Workflows home page. Click on “+ Add Workflow” to get started on the workflows.

Click here to learn more about Spendflo’s workflows.

With these steps done, all the steps under “Streamline procurement” reach the completed state.

For further onboarding setup on the Spendflo platform, click here.