Purchases

No more oversights, automate your supplier orders!

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

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Supplier orders

Streamline your purchasing processes

Automate your supplier orders based on your stock level. Kafinea allows you to define both your supply rules and your stock management rules.

Other aspects such as logistics and anticipating customer orders can help you significantly increase the efficiency of your purchases.

APPROVALS

Have your purchases validated

Simply define a validation workflow for your supplier orders, allowing a pricing proposal to be approved by one or more managers for final validation.

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Reports & charts

Keep control of your expenses

View and analyze your exchanges with your suppliers, your expense flows, your outstanding payments and much more with Kafinea’s reports and charts. You can also measure the profitability of your supplier contracts by refining your accounting strategy.

Pricing & invoice requests

Manage your supplier records simply

In addition to allowing you to manage your purchasing processes, Kafinea provides you with increased visibility on your suppliers’ pricing. This allows you to better control the impact of your future purchases on your cash flow.

Kafinea allows you to automatically issue invoice requests to certain suppliers. This enables you to better anticipate upcoming expenses and represents a considerable time saving in managing your accounting.

Automation at the service of purchasing

  • AI Assistant for Text Fields

    Automatically summarize, expand, rephrase, or correct your textual content to gain precision and fluidity.

  • AI Prompt

    Use AI in Kafinea workflows to understand a situation and automate actions.

  • AI-powered advanced search

    Benefit from intelligent search that goes beyond semantics, understands the meaning of your queries, and provides relevant results.

  • AI-Powered Automations

    Integrate AI prompts into your workflows to automate calculations, analyses, and decision-making based on your ERP data.

  • Autonomous AI Agents

    Entrust complex missions to intelligent agents who break down tasks, execute them in the necessary order, and continuously adapt their actions.

  • Customizable price lists

    Create and apply specific price lists for your customers and suppliers to save time during your transactions.

  • Customizable workflows

    Create your workflows to automate record creation, field updates, email sending, and much more.

  • Interactive AI Chatbot

    Ask questions about the data you have access to and receive instant answers, in text, tabular, or graphical format.

  • MCP Server for External AI

    Connect external artificial intelligence to Kafinea to enhance your automated processes and expand your capabilities.

  • 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

    Configure periodic email delivery of a report in table or chart format.

  • Web forms

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

  • Webhooks

    Send data to other platforms regarding an event that has just occurred.

Advanced purchasing management features

  • Advanced per-user access rights

    Choose which actions are allowed or which information is visible for each user, down to the field level.

  • Comments with Attachments

    Share information and documents between collaborators via the Comments block in Kafinea records.

  • Customizable fields

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

  • Dependent Picklists

    Establish a relationship between two picklists, enabling the choices in one to dynamically adjust based on the selection in the other.

  • Dynamic and Customizable Email Templates

    Easily create your own dynamic email templates using shortcodes.

  • Dynamic and customizable PDF templates

    Design as many dynamic PDF templates as desired using shortcodes.

  • Filtering records by tag

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

  • Relational tabs

    Switch from one record to another related record in one click via relational tabs.

  • Reports and Charts

    Visualize real-time key information from your chosen module via tabular and graphical reports.

  • Send SMS

    Send a text message to a prospect, customer, supplier, or collaborator with one click.

Basic purchasing management features

  • CSV Data Import

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

  • Custom naming sequences

    Set the prefixes and suffixes for your document names and their incrementing.

  • Customer and Supplier Accounting Accounts

    Simplify your accounting by linking your customers and suppliers to their corresponding accounting account.

  • Customizable blocks

    Organize your records into accordion blocks to group your fields.

  • Customizable dashboards

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

  • Dynamic Widgets

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

  • Export Data to PDF Format

    Export the data of your choice to PDF format.

  • Filtered views

    Create data lists with filtered views that you require on a regular basis.

  • Illustration Images

    Illustrate your listings with an image for easier identification within your interfaces.

  • Manual Payment Entry

    Manually enter a payment received in person, such as by check or cash.

  • Multi-currency management

    Do business with your international customers—Kafinea supports multiple currencies.

  • Record duplication

    Duplicate a record in one click.

  • Record Tracking

    Be notified of updates to a record you follow, resulting from an action by a colleague or an automation.

  • Sections in business documents

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

  • Sending Emails

    Send an email to a prospect, customer, supplier, or collaborator with one click.

  • Storage locations

    Define a storage location per item or item category.

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