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Zoho applications · Finance

Zoho Procurement consulting and implementation.

Aurnex configures Zoho Procurement from purchase request to payment. We set up approval rules, sourcing events, the supplier portal, purchase orders, receipts and three-way matching.

Zoho Procurement
Planning workspace
Zoho Procurement decision dashboardIllustrative executive dashboard
Purchase requests48This month
Request-to-PO time3.2 daysAverage
Spend under management82%Of total spend
Approvals pending7Needs action
Request to orderThis month · purchase requests at each stage
Request to order (illustrative sample data)
StageValueFrom previous stage
Requested48—
Approved4185%
Sourced3585%
Ordered3189%

31 of 48 requests reached a purchase order; seven still await approval.

How Aurnex plans Zoho Procurement

Four things we agree before configuring Zoho Procurement.

Agreeing these with your team first means Zoho Procurement is set up around your process, not the other way round.

01 · The workflow

Supplier sourcing, purchasing and approval from request to payment

02 · The records

Suppliers, requests, quotations, purchase orders, receipts and approvals

03 · The people

Requesters, procurement, approvers and finance teams

04 · The connections

Inventory, accounting, supplier data and payment processes

  1. 01DiscoverProcess, users and reports
  2. 02DocumentRequirements and agreed scope
  3. 03ConfigureSet-up, migration and testing
  4. 04AdoptTraining, handover and support
Product information

Review current Zoho Procurement features with Zoho.

Editions, regional availability and product features can change. Use Zoho's current product page to confirm what is available, then relate it to the documented requirement.

Product information based on official Zoho documentation.
The wider Zoho ecosystem

Zoho applications often planned with Zoho Procurement.

Most businesses use Zoho Procurement as part of a wider process. Integration options depend on the applications, editions and region, so Aurnex confirms them during discovery.

Frequently asked questions

Zoho Procurement questions for planning the right fit.

Does Zoho Procurement support RFQs?+

Zoho lists RFx sourcing with vendor bid comparison.

Which reports are available?+

Zoho lists spend analytics, bill ageing, savings opportunities and spend under management.

How does a Zoho Procurement project with Aurnex start?+

Book a free 30-minute Zoho consultation. Online meeting. Aurnex reviews your current process and the other Zoho applications you use or are considering, then recommends an approach, the applications that fit and an appropriate delivery model before any configuration begins.