As a business grows, an informal purchasing process can become difficult to follow. A message starts a request, a spreadsheet holds the details, and a supplier conversation lives in someone else's inbox.
The first improvement is often structure, not more automation.
Start with a clear request
Capture what is needed, the quantity, and the supporting item details. Submitting a requisition for review gives the team a place to start.
Organize supplier enquiries
Keep the items and suppliers involved in a quotation request together. Confirm who should receive the request and what information they need to provide before emailing it.
Review the purchase order
Check the order before approval and sending. Make sure the responsible person can find its current status. Do not assume that a request automatically becomes an order or that approving it updates accounting records.
Discuss the fit
eTatua supports requisitions, supplier quotation requests, supplier records, and purchase orders. Use a walkthrough to discuss the steps your business needs, including any requirements outside that scope.