Purchasing

Put an end to forgetfulness, automate your supplier orders!

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

Discover
Request a demo
kafinea logo svg

Supplier orders

Streamline your purchasing processes

Automate your supplier orders according to your stock levels. Kafinea lets you define both your procurement rules and your stock management rules.

Other aspects, such as logistics and anticipation of customer orders, can help you considerably increase the efficiency of your purchasing.

APPROVALS

Validate your purchases

Simply define a validation circuit for your supplier orders, enabling you to obtain approval of a pricing proposal by one or more managers, with a view to its final validation.

kafinea logo svg

Reports & charts

Keep control of your expenses

Visualize and analyze your exchanges with suppliers, your expense flows, your unpaid invoices and much more, thanks to Kafinea's reports and graphs. You can also measure the profitability of your supplier contracts and fine-tune your accounting strategy.

Pricing & calls for invoices

Easily manage your supplier records

In addition to managing your purchasing processes, Kafinea gives you greater visibility over your suppliers' pricing. This allows you to better control the impact of future purchases on your cash flow.

Kafinea lets you automatically issue invoice requests to certain suppliers. This enables you to better anticipate future expenses, and saves you considerable time in managing your accounts.

Automation for purchasing

  • Autonomous AI agents

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

  • REST API

    Synchronize data in real time between the platform of your choice and your Kafinea instance.

  • AI assistant on text fields

    Have your textual content automatically synthesized, lengthened, reformulated or corrected for greater precision and fluidity.

  • AI-powered automation

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

  • Interactive AI chatbot

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

  • Web forms

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

  • Customizable price lists

    Create and apply specific pricing schedules for your customers and suppliers to save time on transactions.

  • Reminder notifications

    Customize your reminders (pop-up window, email or SMS) and their triggers.

  • AI Prompt

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

  • Scheduled reports

    Set up the periodic emailing of a tabular or graphical report.

  • Advanced AI search

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

  • MCP server for external AI

    Connect external artificial intelligences to Kafinea to enrich your automated processes and extend your capabilities.

  • Webhooks

    Send data to other platforms about an event that has just taken place.

  • Customizable workflows

    Créez vos workflows pour automatiser la création d’un enregistrement la mise à jour d’un champ, un envoi d’e-mail et bien plus encore.

Advanced purchasing management features

  • Customizable fields

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

  • Commentaires avec pièces jointes

    Partagez des informations et documents entre collaborateurs via le bloc Commentaires des enregistrements Kafinea.

  • Droits d’accès avancés par utilisateur

    Choisissez quelles actions sont faisables ou quelles informations visibles par chaque utilisateur, au champ près.

  • Sending SMS

    Envoyez un texto à un prospect, client, fournisseur ou collaborateur en un clic.

  • Filtrage d’enregistrements par tag

    Regroupez différents enregistrements sous un même tag pour les retrouver facilement en un seul endroit, même s’ils proviennent de modules différents.

  • Modèles d’e-mails dynamiques et personnalisables

    Créez vos propres modèles d’e-mails dynamiques facilement en utilisant des shortcodes.

  • Modèles PDF dynamiques et personnalisables

    Designez autant de modèles PDF dynamiques que souhaité en utilisant des shortcodes.

  • Relational tabs

    Passez d’un enregistrement à un autre enregistrement qui y est lié en un clic via les onglets relationnels.

  • Dependent picklists

    Create a relationship between two picklists so that the choices available in one dynamically adapt to the choice made in the other.

  • Reports and charts

    View key information on the module of your choice in real time via tabular and graphical reports.

Basic purchasing management functions

  • Customizable blocks

    Organize your records into accordion blocks to group your fields.

  • Comptes comptables clients et fournisseurs

    Facilitez votre comptabilité en liant vos clients et fournisseurs au compte comptable qui leur correspond.

  • Duplication d’enregistrement

    Dupliquez un enregistrement en un clic.

  • Emplacements de stockage

    Define a storage location for each item or family of items.

  • Envoi d’e-mails

    Envoyez un e-mail à un prospect, client, fournisseur ou collaborateur en un clic.

  • Export de données au format PDF

    Export the data of your choice in PDF format.

  • Gestion multi-devises

    Do business with your customers abroad, Kafinea is compatible with multiple currencies.

  • Images d’illustration

    Illustrez vos enregistrements à l’aide d’une image afin de les identifier plus facilement.

  • Import de données au format CSV

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

  • Manual payment entry

    Manually enter a payment received physically, by cheque or cash for example.

  • Sections dans les documents commerciaux

    Divisez les lignes de vos documents commerciaux en sections pour faciliter leur lecture par vos clients et fournisseurs.

  • Customized naming sequences

    Set prefixes and suffixes for your document names and their incrementation.

  • Suivi d’enregistrements

    Soyez notifié de la mise à jour d’un enregistrement que vous suivez suite à une action de l’un de vos collaborateurs ou d’une automatisation.

  • Customizable dashboards

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

  • Filtered views

    Create the data lists with filtered views you need on a regular basis.

  • Dynamic widgets

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

Related pages

Unleash your company's potential now.

Request a demo