Manages purchasing requests, approvals, purchase orders, vendors, and spending in Salesforce Platform.

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PRICINGFree
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
Procurement — screenshot from the Salesforce AppExchange listing

What it does

Procurement brings purchasing records into a central repository for tracking and analysis. It follows requisitions through approval and purchase order creation, and can combine multiple records under one purchase order. Reports cover approved requisitions, preferred vendors by item, and supplier spending. A dashboard presents the requisition pipeline by department and weekly purchase order totals.

Key capabilities

from the Salesforce AppExchange listing

Requisition tracking

Organizes requests using purchase orders, requisition numbers, items, requisitioners, and other recorded information.

Approval tracking

Records requisition approval as part of the purchasing process.

Purchase order creation

Supports creating purchase orders and combining multiple purchase and requisition records under one order.

Preferred vendor catalog

Provides a purchasing catalog that lists products from preferred vendors.

Procurement reports

Reports display approved requisitions, preferred vendors by item, and spending with individual suppliers.

Procurement dashboard

Shows the requisition pipeline by department and purchase order totals by week.

Use cases

  • Multiple departmental requests can be combined into a single purchase order.
  • The purchasing catalog can be used to list products from preferred vendors.

How it compares

Procurement covers requisition approval, purchase order creation, consolidated purchasing records, and preferred-vendor catalogs. Certinia Procurement describes procure-to-pay visibility, payable invoice insights, supplier payments, and categorization of goods and services for enterprise-wide spend.

NamePricingDeploymentUpdated
Procurementthis pluginFreeCloud
Certinia ProcurementPaidCloud

In the catalog

295 plugins in Salesforce Platform · Finance

Price distribution: 53 free, 14 freemium, 228 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free

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What the vendor says

«Many companies depend on cumbersome manual processes when it comes to purchasing everything from ballpoint pens to fleets of cars. Procurement replaces those spreadsheets and emails with a centralized repository where you can track, monitor, and analyze the purchases your organization makes. Built-in reports let you …»

Official marketplace listing

Publisher
Salesforce Labs
Updated on marketplace
Facts verified