Category

Development

Road Trip

By | Development, Uncategorized | No Comments

Roady

A few pictures from the recent road trip I took to Whanganui to work with the development team. We are proud to be working with Appmani, a division of NZ Computing Solutions to create POP. Beta testing is about to start to ensure we are ready for the public launch early next year. Watch this space!

 

This slideshow requires JavaScript.

Purchase Order Plus Update: New Features

By | Development, Purchase Order Plus | No Comments

As you well know, our software is still under development, and we are excited to provide you with this Purchase Order Plus update and let you know what’s new with POP. We are including several new features that we firmly believe you, the customer, will like.

So, what’s new with POP software?

Purchase Order Plus Update: Real Time Reporting

Purchase Order Plus allows real time visibility of any purchase you make directly in your system using the POP Dashboard. One of the features you will be able to use here is purchase order reporting. If you are unsure what bills are still to come, you can refer to a very helpful snapshot of your company’s unbilled orders  and see your unbilled PO report in “real time”.

Reporting

POP Dashboard

Purchase Order Plus Update: Workflow

We also wanted to offer you a way to better control your purchasing function and because of this, we are excited to present you the purchase order workflow. Using our software, you can set a customizable workflow for PO approval. This will allow you to set who can request a purchase order (requestor) and who can approve it (approver).

Once the order is created, it can enter the approval workflow, where you can set rules based on the following filters:

  • Xero Tracking Code 1 Matches or Not Equal To
  • Xero Tracking Code 2 Matches or Not Equal To
  • Xero Account Matches or Not Equal To
  • Supplier Matches or Not Equal To
  • Amount Operators “Less Than”, “Greater Than”, “Matches”, “Not Equal To” or “Between”

Purchase Order Plus Update: Delegate Users

Another new feature we have included in the Purchase Order Plus update is the ability to easily delegate users and keep control of who can create POs. For example, if you want to allow an employee to create a purchase order, but not give them full access to your Xero accounting system, POP software allows you to do this by inviting the employee as a user via the POP setup screen. From here, they can create or approve POs and they will sync directly with Xero. Since POP software directly syncs with your Xero file, there’s no need for employees to access Xero directly. Instead, they can access suppliers, items and account codes as easily from their end.

User Setup

Purchase Order Plus Update: Create and Approve POs on Mobile

Finally, Purchase Order Plus users can create and approve purchase orders using their mobile devices. Since POP directly integrates with your Xero file, you can easily enter the information in the PO. This means that all items and account codes will be synced with Xero and when you start typing your vendor’s name, POP will start a search for its information on your Xero account.

Thanks to this, your users will now have the ability to create, approve and send purchase orders on their mobile devices and speed up the entire process for your organization.

PO’s on Mobile Device

Launch List

Want to know more? Sign up to our launch list to guarantee you get notified when POP is available. Got any feedback? Send us an email at info@purchaseorderplus.com and be sure to complete our survey to let us know what features we should develop next.

Make sure to like us on Facebook:

www.facebook.com/PurchaseOrderPlus

Best,

Bryan

CEO Purchase Order Plus

What is Purchase Order Plus

By | Development, Purchase Order Plus | No Comments

What is Purchase Order Plus (POP)?

Purchase Order Plus is Purchase Order software that integrates with Xero. It allows users to create and approve purchase orders on a mobile device. Users have visibility of how many purchase orders are outstanding, and how much money has been spent. The software enables users to better manage and control the purchase function of a business.

Purchase Order Software Dashboard

Dashboard

Users

You can assign a user as a requester, an approver or both. Users of Purchase Order Plus do not need access to your Xero account. Requestors can create purchase orders and submit for approval. Approvers can approve purchase orders. Approval workflows can be customise to allow for auto approval if criteria (such as dollar amount and tracking code) are met. Once a purchase order is approved, it can be emailed to a suppler through the software. If the purchase order is urgent, the requester can mark the request as urgent, and an email will immediately be sent to the approver. Approvers receive a daily summary of outstanding requests for approval. They can login and approve through a web browser, or on a mobile device.

Purchase Order Software Send Email

Send Email

Xero Addon

Purchase Order Plus connects to Xero and downloads all your contacts, account codes, tax rates, tracking catagories and items.  Any changes in purchase order plus get updated in Xero.

 

Purchase Order Software Xero Integration

Xero Integration

Creating a Purchase Order

Entering a purchase order is simple using the Purchase Order Software.  Its looks and feels just like Xero. Start typying a contact and the software will search existing contacts from Xero. All your items from Xero are also imported. Simply start typing, and the software will search for your items.

Purchase Order Software Create PO

Create PO

Purchase Order Software Development

The Purchase Order Software is currently under development, and will be launching soon. Enter your email address here to stay up to date with progress. Let us know what features are important to you, take our survey here. You can also contact us directly on info@purchaseorderplus.com.


www.facebook.com/PurchaseOrderPlus
Best,

Bryan

Founder – Purchase Order Plus

Why Purchase Order Plus

By | Development, Purchase Order Plus | No Comments

Why Purchase Order Plus?

Why Purchase Order Plus

Why Purchase Order Plus? After struggling to find a Xero add-on that can control, delegate, and report on purchase orders, I decided to build one – Purchase Order Plus.

The Problem

As a busy finance manager, I needed greater visibility and control over the business expenditure. I wanted no surprises when the invoices came in and were loaded at the start of the month. I’m responsible for the finance team in an organisation with 15 people with a delegated authority to purchase on behalf of the business across 7 different profit centres. We were using a paper based purchase order system that was slow, cumbersome, and prone to errors.

“As a busy finance manager, I needed greater visibility and control over the business expenditure.”

I needed a digital purchase order system, one that was electronic, and could be accessed on a mobile device. The purchasing in the business is delegated to multiple staff members. Each has their own budget to control, and we all needed greater visibility of business expenditure.  The paper based system we were using created more admin from staff having to write, scan then file paper purchase orders.

The search begins

We run our business on Xero. For those who don’t know, Xero is accounting software that’s in the cloud, accessed through a web browser. Its cost effective, easy to use, and has a marketplace full of “add-on” that provide additional functionality, such as payroll, inventory tracking, reporting the list goes on. Unfortunately, Xero does not have the functionality to delegate purchase order creation to users on a mobile device.

“Unfortunately, Xero does not have the functionality to delegate purchase order creation to users on a mobile device.”

I investigated several add-ons that would manage the purchase order system. Each had its strengths, weaknesses and limitations. None of the solutions could achieve what the business required.

The Lightbulb Moment

With nothing on the market that suited the requirements, I decided to research building a Xero add on for Purchase Orders. I had no idea what it would take or if it was feasible. I talked to a number of tech founders at a conference I attended. This reinforced my thinking that Purchase Order Plus needed to be built. The more I looked into this, the more I came to the comclusion that we were not the only company that needed this software, and other business were facing the same challenges.

The Solution

That’s where Purchase Order Plus was born. I wanted to create an electronic Purchase Order system that integrated with Xero. The staff needed to create a purchase order on their mobile devices quickly and easily. This would enable real time reporting of what staff were spending using functional dashboards.

“That’s where Purchase Order Plus was born.”

Benefits

The advantage of having an online system that integrates with Xero are:

  • Staff members can complete and manage purchase orders without needing to have access to the accounting platform
  • Data such as suppliers and customers are integrated between the purchase order system and the accounting system reducing duplicate work
  • “Items” (pre-set good or services purchased) from Xero can be imported
  • Xero tracking categories such as cost centers can be used
  • Actual expenditure can be compared with budget
  • Full purchase order history is retained & can be searched and analysed for audit purposes.
  • Reports can be run on purchase order data, such as who is requesting purchase orders, the amount requested and for what items
  • Purchase orders can be matched to more than one invoice while orders are filled
  • Outstanding commitments are known at any time in the form of unfilled purchase orders
  • Delegate purchase order creation to staff and keep purchasing within budgets.
  • Purchase orders are attached to invoices as a separate document ensuring a thorough audit trail of the transaction

The software is currently in the development phase and is expected to launch towards the end of this year. You can send through your feedback on the software. Send a message and let us know what you think by contacting us.

info@purchaseorderplus.com
www.facebook.com/PurchaseOrderPlus
www.purchaseordeplus.com

Best,

Bryan

Founder – Purchase Order Plus