How it works

To get you started, Sargent-Disc will assist in setting up your DPO project by: entering the production name and company details and incorporating your terms and conditions into the PO; importing suppliers/vendors and creating departments; setting up currencies, exchange rates, expenditure types and budgets, and creating your approval chain based on department, PO amount and additional criteria e.g. above the line expenditure.

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1. Users Invited

Users invited to DPO, assigned a department, PO visibility level and any required approval privileges. View multiple projects with a single login.

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2. PO created

PO created, assigned to a department, details entered and expenditure types assigned. Rental dates set (with notifications), quotes attached, budget codes added and PO assigned to a budget. PO sent or saved as draft.

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3. PO approval

PO sent through approval levels determined by department, value or other criteria indicated by flagging the PO. Approvers can approve or decline, add/amend budget codes and append attachments.

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4. Approved PO distributed

Approved PO can be automatically emailed to suppliers/vendors, an internal copy sent to your accounts inbox and the PO queued for export.

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5. Interface with accounts

Batch file prepared for uploading POs to Global Vista/Smart Accounting with account codes, line items and supplier information included.

Pricing

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