Purchasing automation with AI
Requisitions, quotes, suppliers and order tracking: Workix automates the purchasing cycle with your rules and your approvals.
Use cases
What Workix automates in Purchasing
Start with one and add the rest on the same platform, with the same data.
01
Requisitions and purchase orders
Captures requisitions over WhatsApp or email, checks the budget, manages approvals and creates the purchase order.
How it works
- 1Receive requirements, cost center and needed date.
- 2Validate budget and purchasing policies.
- 3Request approval and record the order in the connected system.
What your team gets
From requirement to an approved order.
WhatsApp · REQ-1042
ExampleRequester
I need 12 laptops for Sales.
Workix
Recorded. It goes to Finance for approval.
02
Quote comparison
Collects every supplier's quote, compares price, lead time and terms, and recommends the best option.
How it works
- 1Request quotes using consistent specifications.
- 2Compare prices, lead times and payment terms.
- 3Present differences for the buyer to select a supplier.
What your team gets
Comparable quotes linked to source documents.
Quotes · REQ-1042
ExampleWorkix
Supplier B: $23,900 and 7 days. The lowest within the deadline.
03
Supplier onboarding and scoring
Requests tax documents, validates data and scores every supplier on compliance, quality and delivery times.
How it works
- 1Request required onboarding details and documents.
- 2Check fields, validity and duplicates.
- 3Send the file to the authorized reviewer.
What your team gets
Supplier information organized for review.
Supplier onboarding · LogiMax
ExampleWorkix
Tax certificate and bank statement received. The signed contract is missing.
04
Order tracking
Asks suppliers for status updates, keeps the requester informed and escalates delays without email chains.
How it works
- 1Confirm dates and quantities with suppliers.
- 2Link changes to the purchase order.
- 3Escalate delays and notify the team awaiting materials.
What your team gets
A shared status across purchasing and operations.
Email · OC-5531
ExampleWorkix
What is the order's status?
Supplier
It ships tomorrow and arrives on the 27th.
05
Receiving and supplier payment
Matches what arrived against the order and the invoice, and releases for payment only what matches.
How it works
- 1Record received quantities and delivery evidence.
- 2Match receipt, purchase order and invoice.
- 3Request clarification for shortages or discrepancies.
What your team gets
Documented receipts before payment release.
Receipt · OC-5531
ExampleWarehouse
12 of 12 received.
Workix
Order, receipt and invoice match. Released for payment.
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