Sin la plataforma
Information about Purchasing & Supplies lives in separate spreadsheets, and nobody knows which version is current.
Con Partiu Formatura
11 modules share the same class, graduate and event records.
Finance and management · Purchasing & Supplies
From stock shortages to accounts payable, without a spreadsheet in between
Complete supply cycle: approved supplier, electronic quotation with the supplier's own portal, comparative map, purchase order with authority and budget, receipt with three-way verification, entry into stock and account payable. Replacement planning, supply contracts and executive panel complete the module.
El problema y la solución
What changes when Purchasing & Supplies works inside the platform
This is connected information about classes, graduates and events across 11 modules, replacing scattered spreadsheets and messages.
Sin la plataforma
Pedir un dato tarda porque alguien tiene que juntar información de varios sitios.
Con Partiu Formatura
Single Supplier and Approval and Purchase Catalog and Price History update together, with figures ready for the next meeting.
Sin la plataforma
El proceso depende de quién esté ese día y su historial se pierde.
Con Partiu Formatura
Todos siguen el mismo flujo, con acciones registradas y permisos por rol.
Sin la plataforma
Conectar con otras áreas obliga a exportar hojas de cálculo y volver a teclear datos.
Con Partiu Formatura
Purchasing & Supplies shares information directly with other areas of the platform.
Cómo funciona
How information moves through Purchasing & Supplies
Cada paso es un módulo real de esta área. Lo que produce pasa al siguiente paso sin que nadie vuelva a teclear la misma información.
What is available in Purchasing & Supplies
- Single Supplier and ApprovalA supplier registration just for the entire company, with approval, documents and performance note.17
- Purchase Catalog and Price HistoryThe purchase item stops being free text and starts pointing to the product that the inventory knows.9
- Electronic Quotation (RFQ) and Supplier PortalMultiple suppliers respond to the same quote on their own portal, via link, without registration and without a password.12
- Comparative Map and Winner ChoiceQuotation with multiple suppliers compared item by item by price, shipping, deadline, payment and taxes, with winner and justification.12
- Approvals by Authority and Automated OrdersThe policy selects the applicable jurisdiction and the source documents assemble the order without retyping.24
- 3-Way Match: Purchase Order × Receipt × Tax DocumentPurchase Order × Receipt × Tax Document checked on the same screen, before final entry and bill payable.26
- Purchase Finance, Apportionment and RetentionsThe expense arises from the receipt granted, with installments, apportionment and withheld tax already calculated.14
- Supply and Replacement PlanningThe module is no longer reactive: the system tells you what to buy, how much and when, before running out.11
- Supply and Performance ContractsPrice locked in contract, order created as a call and supplier performance measured alone.9
- Executive Panel, Alerts and Approval via MobileThe company's spending read by dimension, with alerts that avoid the problem instead of explaining it later.11
- Governance, Attachments, and Module ConfigurationPermissions separated by act, own numbering and every file in private storage.11
Página detallada
Explore Compras y cotizaciones De la solicitud al cotejo a tres bandas
Mira el ciclo de compras completo, de las cotizaciones y aprobaciones al inventario y las cuentas por pagar.
Página detallada
Explore Proveedores Gestiona toda la relación con cada proveedor
Una sola ficha de proveedor cubre homologación, documentos, desempeño, contratos, crédito y facturas recibidas.
Destacado
The expense only arises after someone has checked what arrived
The order leaves with approval and funds, the supplier responds to the quote on its own portal and the receipt compares what was ordered, what the invoice charges and what came off the truck. Differences in shortages, surpluses, damages or prices are recorded with the decision of the person who accepted. Only after this is the inventory entered and the bill payable is generated, with installments, apportionment and retention already calculated.
Ver esto en acción- Single, approved supplier, with validated document and performance note
- Quotation answered by the supplier via link, without registration and without password
- Comparative map with mixed choice, item by item, between different suppliers
- Funding gate when issuing the order, with the blocked attempt registered
- Receipt that updates average cost and allows complete refund
- Purchase suggestion that looks at balance, traffic and reservation before suggesting
Single Supplier and Approval
A supplier registration just for the entire company, with approval, documents and performance note.
- Canonical supplier registration, the same used by accounts payable, NF-e, inventory and routes
- Parallel registration of the stock preserved and linked to the canonical, without deleting anything from the history
- Unification of duplicate suppliers with simulation mode before applying, showing what would be merged
- Approval with status, person responsible, date and validity in months defined by the company
- Requirement of an approved supplier to issue orders, connected or disconnected by company
- Supplier blocking with a mandatory reason, which prevents new purchases without erasing the past
- Configurable supply categories, with optional category requirement in registration
- Contacts by function, with email and telephone reused in quote invitations
- Supplier bank accounts saved and reused for payment
- Configurable document types with expiration date per document
- Early warning of documents expiring, with deadline in days defined by the company
- Optional order blocking for suppliers with expired documents
- Supplier document saved in private storage, without public URL, downloadable by the system itself
- Evaluations with scores on deadlines, quality, price and service consolidated into an overall score
- Supplier note fed automatically with each receipt checked
- Panel of suppliers by status, category, approval and document pending
- Supplier timeline with each registered movement, with author and date
Purchase Catalog and Price History
The purchase item stops being free text and starts pointing to the product that the inventory knows.
- Purchase item linked to the stock product, and not typed as loose text
- Marking of purchasable product, separating input from sales item
- Quick product creation from the entered item, without leaving the purchase screen
- Linking an old item to the correct product, correcting purchases made before the catalog
- Last price charged per product and supplier, suggested in the quotation and order
- Price history powered by every quote response received
- Standardized units of unit, piece, box, package, bale, kilo, gram, liter, milliliter, meter, square meter and cubic meter
- Category and unit inherited from the stock register, without repeated typing
- Heavy product registration continues in the inventory module: here is only what is needed to purchase
Electronic Quotation (RFQ) and Supplier Portal
Multiple suppliers respond to the same quote on their own portal, via link, without registration and without a password.
- Numbered quote round with configurable prefix per company
- Items imported from approved requisitions or entered directly in the round
- Multiple suppliers invited in the same round, each with their own link and token
- Public supplier portal without registration and without password: the link token is the credential
- Response with price per item, brand, shipping, delivery time, payment terms and taxes
- Partial response allowed, for the supplier that only meets part of the items
- Visible or hidden competition for the supplier, decided round by round
- Response time with expected delivery and automatic alert of overdue quotations
- Proposal received by phone or email recorded manually, without breaking the comparison
- Sending and resending invitations by email directly from the panel
- Delivery location, payment terms and separate notes for the supplier and the internal team
- Attachments by quote and history with each round event
Comparative Map and Winner Choice
Quotation with multiple suppliers compared item by item by price, shipping, deadline, payment and taxes, with winner and justification.
- Item-by-item comparative map, with all proposals received side by side
- Explicit comparison of unit price, total price, shipping, deadline, payment terms and taxes
- Total acquisition cost calculated with shipping, taxes and ancillary expenses, in addition to the nominal price
- Best price per item and best total highlighted on the screen itself
- Decision criteria for lower price, shorter delivery time or better supplier evaluation
- Automatic winner suggestion calculated by the chosen criteria
- Mixed choice: item A goes to one supplier and item B goes to another, in the same round
- A purchase order generated by the winning supplier, with the proposed items and prices
- Quote saving calculated and monitored on the executive panel
- Closing and canceling the round with a registered reason
- The chosen winner is recorded with who decided, when and by what criteria
- Mandatory justification when the choice does not follow the suggestion or the lowest total cost
Approvals by Authority and Automated Orders
The policy selects the applicable jurisdiction and the source documents assemble the order without retyping.
- Configurable scope by value range and cost center, with reference to level, position or role of the approver
- Minimum number of quotations required and automatic approval configurable by authority
- Selection of the specific scope of the cost center before the general rule that covers the same range
- One applicable jurisdiction per document: current flow does not chain multiple sequential approvers
- Approval, rejection and reopening recorded with author, date, previous status and justification
- Numbered request with configurable prefix, generated from one or more approved requests
- An order automatically created for each supplier winning the quote
- Items, prices, deadlines, payment conditions and RFQ links copied to the order without retyping
- Protection against duplicate orders when the quote has already generated a document for that supplier
- Replacement suggestion converted directly into an order for the indicated supplier
- Contract call converted to order with contracted price and balance
- Direct order for one-off purchase, without prior request
- Items with quantity, unit, price, cost center, class and branch
- Own draft cycle, awaiting approval, approved, issued, confirmed, partial and received
- Direct approval when no jurisdiction covers the range or when the applicable rule is automatic
- Fund gate on issuance: request without budget balance does not go through, and the attempt is registered
- Order document generated by the system, ready to print and attach to email
- Sending to the supplier by email directly from the panel
- Supplier confirmation registered with agreed delivery forecast
- Order duplication for recurring purchases, without reassembling the list
- Cancellation with reason until full receipt
- Item balance always visible: how much was ordered, how much has arrived and how much is left
- Attachments and complete history of each order movement
- Approval via cell phone in the dashboard app, without opening the dashboard
3-Way Match: Purchase Order × Receipt × Tax Document
Purchase Order × Receipt × Tax Document checked on the same screen, before final entry and bill payable.
- Explicit 3-way match between Purchase Order × Receipt × Tax Document
- Checking by item of quantity, price, prorated shipping, IPI, ICMS-ST, ancillary expenses and discount
- Prorated shipping on the item replaces shipping on the header in total, so the same money is not included twice in the cost
- Partial and multiple receipt per order, always limited to the item balance
- Search for the NF-e issued against your CNPJ and link to receipt of the access key
- Quantity, unit price and total value tolerances defined by the company, with its own rules per product category and supplier
- The supplier rule beats the category rule, and the category rule beats the company standard, with the applied origin visible item by item
- Total value tolerance in percentage and in reais at the same time: it only warns when both are exceeded, so three reais in a large order does not become an alarm
- Difference within tolerance automatically approved and recorded as such, separate from "no difference"
- Damage and wrong specification have no tolerance: broken merchandise is a discrepancy in any percentage
- Divergence by item classified as missing, surplus, damaged, price or specification, with decision to accept, return, write off or replace
- Automatic blocking out of tolerance: receipt stops at "awaiting approval", with no entry into stock and no account to be paid
- The block also applies via the request route, so that it is not enough to generate the expense through another route.
- Release by authority according to the value of the divergence, with approval, rejection, return to the supplier or request for correction
- Mandatory reason for every decision, with author, date, scope applied and portrait of the decided conference
- Automatic reopening when price, quantity or document changes after acceptance: previous approval is marked as exceeded
- Decision refused when receipt changed between sending and approval, so no one could approve what is no longer what it is
- Approval queue with blocked value, days stopped and what has been blocked for more than a week
- Stock entry generated only upon release, with movement traceable item by item
- Average cost and last cost of the product updated by input, without manual recalculation
- Service item does not move stock, but lowers the order balance normally
- Complete reversal that returns the balance to the order and cancels the entry with exit movement
- Stub, DANFE and photos of the load attached in private storage
- Automatic evaluation of the supplier in terms of deadlines, quality and price with each receipt checked
- Alert of divergences stuck in the queue and acceptance with reservations in the last thirty days
- The same tolerance applies to the receipt check and the Spend Analytics three-way report, so the two screens never disagree on the same purchase
Purchase Finance, Apportionment and Retentions
The expense arises from the receipt granted, with installments, apportionment and withheld tax already calculated.
- Account payable generated from receipt checked, with trace of order and note
- Second door for service, rental and cash purchase: bill generated directly from the order
- Installment with due dates, payment method, category and document
- Apportionment of expenses by cost center, class and branch
- Inherited apportionment of items when the buyer does not report anything, instead of unowned expenses
- ISS, IRRF, INSS and PIS, COFINS and CSLL withholdings calculated at rates per company
- Configurable minimum retention value, respecting the exemption rule
- Retention simulator that shows the net before generating the bill
- Complete bill preview before sending, with installments, apportionment and net value
- Advance to supplier with write-off and reduction in the final bill
- Optional lock that prevents generating expenses without receipt verified
- Undo sending to the finance company while no installments have been written off
- Payment made using the accounts payable engine that already exists, with audit and reconciliation, without a second way of writing off
- Automatic generation of payable account configurable per company
Supply and Replacement Planning
The module is no longer reactive: the system tells you what to buy, how much and when, before running out.
- Replenishment policy per product with minimum, maximum, reorder point and multiple batch
- Lead time and target coverage per product, used in calculating the purchase date
- Average consumption calculated from actual outgoing movements, not from a entered estimate
- ABC curve of items by consumption value, to separate what deserves attention
- Mass policy recalculation from observed consumption
- Purchase suggestion that considers balance, orders in transit and event reservations before suggesting
- Need for product with an open account, not just the final number
- Suggestion converted into requisition, quote or purchase order in one step
- Discarding suggestion with registered reason
- Automatic daily round of suggestions and execution on demand via the screen
- Out-of-stock alert triggered before the item is out of stock
Supply and Performance Contracts
Price locked in contract, order created as a call and supplier performance measured alone.
- Supply contract with validity, value and status of draft, current, suspended, terminated or canceled
- Price table per item, with contracted balance and balance already consumed
- Supply call: the order arises from the contract with a locked price, without renegotiating item by item
- Readjustment applied in a block to the table, with before and after history
- Expiring contract alert triggered by daily routine
- Supplier performance consolidated based on contract receipts
- Supplier rating reused as criteria in quotation
- Complete contract history with each change recorded
- Contract attachments saved in private storage
Executive Panel, Alerts and Approval via Mobile
The company's spending read by dimension, with alerts that avoid the problem instead of explaining it later.
- Expense panel by period, cost center, category, class and branch
- Evolution of spending with comparison between periods
- Savings obtained on quotes, measured against the reference price
- Average order lead time, from order submission to actual delivery
- Approval rate and time spent on documents awaiting the applicable authority
- Top suppliers by volume purchased in the period
- Price history per product, to separate market increase from supplier switching
- Seven operational alerts: delayed order, approval stopped, supplier document expiring, contract expiring, stock out, divergent receipt and quotation expired
- Daily routine that triggers alerts for those responsible
- Order and request approval via the dashboard app, with the same authority as the dashboard
- Source ready for export and external BI
Governance, Attachments, and Module Configuration
Permissions separated by act, own numbering and every file in private storage.
- Separate permissions to query, create, approve, delete and configure the module
- Own numbering prefixes for ordering, quoting and receiving
- Requirement for approval, blocking due to expired documents and early warning in days
- Approval validity in months and supplier category requirement
- Retention rates and minimum value defined by company
- Configurable expense lock without receipt and automatic bill generation
- Order, quote, receipt, contract and supplier attachments in private storage
- Download served by the system itself, preserving the original file name
- Single module timeline, with author, date and observation for each event
- No ID field entered on screen: every link is a selection powered by the system itself
- Operation by branch, respecting the scope of who is logged in
Lista de verificación
Everything included in Purchasing & Supplies
All 156 features in this area, grouped by module so you can compare systems item by item.
- Canonical supplier registration, the same used by accounts payable, NF-e, inventory and routes
- Parallel registration of the stock preserved and linked to the canonical, without deleting anything from the history
- Unification of duplicate suppliers with simulation mode before applying, showing what would be merged
- Approval with status, person responsible, date and validity in months defined by the company
- Requirement of an approved supplier to issue orders, connected or disconnected by company
- Supplier blocking with a mandatory reason, which prevents new purchases without erasing the past
- Configurable supply categories, with optional category requirement in registration
- Contacts by function, with email and telephone reused in quote invitations
- Supplier bank accounts saved and reused for payment
- Configurable document types with expiration date per document
- Early warning of documents expiring, with deadline in days defined by the company
- Optional order blocking for suppliers with expired documents
- Supplier document saved in private storage, without public URL, downloadable by the system itself
- Evaluations with scores on deadlines, quality, price and service consolidated into an overall score
- Supplier note fed automatically with each receipt checked
- Panel of suppliers by status, category, approval and document pending
- Supplier timeline with each registered movement, with author and date
- Purchase item linked to the stock product, and not typed as loose text
- Marking of purchasable product, separating input from sales item
- Quick product creation from the entered item, without leaving the purchase screen
- Linking an old item to the correct product, correcting purchases made before the catalog
- Last price charged per product and supplier, suggested in the quotation and order
- Price history powered by every quote response received
- Standardized units of unit, piece, box, package, bale, kilo, gram, liter, milliliter, meter, square meter and cubic meter
- Category and unit inherited from the stock register, without repeated typing
- Heavy product registration continues in the inventory module: here is only what is needed to purchase
- Numbered quote round with configurable prefix per company
- Items imported from approved requisitions or entered directly in the round
- Multiple suppliers invited in the same round, each with their own link and token
- Public supplier portal without registration and without password: the link token is the credential
- Response with price per item, brand, shipping, delivery time, payment terms and taxes
- Partial response allowed, for the supplier that only meets part of the items
- Visible or hidden competition for the supplier, decided round by round
- Response time with expected delivery and automatic alert of overdue quotations
- Proposal received by phone or email recorded manually, without breaking the comparison
- Sending and resending invitations by email directly from the panel
- Delivery location, payment terms and separate notes for the supplier and the internal team
- Attachments by quote and history with each round event
- Item-by-item comparative map, with all proposals received side by side
- Explicit comparison of unit price, total price, shipping, deadline, payment terms and taxes
- Total acquisition cost calculated with shipping, taxes and ancillary expenses, in addition to the nominal price
- Best price per item and best total highlighted on the screen itself
- Decision criteria for lower price, shorter delivery time or better supplier evaluation
- Automatic winner suggestion calculated by the chosen criteria
- Mixed choice: item A goes to one supplier and item B goes to another, in the same round
- A purchase order generated by the winning supplier, with the proposed items and prices
- Quote saving calculated and monitored on the executive panel
- Closing and canceling the round with a registered reason
- The chosen winner is recorded with who decided, when and by what criteria
- Mandatory justification when the choice does not follow the suggestion or the lowest total cost
- Configurable scope by value range and cost center, with reference to level, position or role of the approver
- Minimum number of quotations required and automatic approval configurable by authority
- Selection of the specific scope of the cost center before the general rule that covers the same range
- One applicable jurisdiction per document: current flow does not chain multiple sequential approvers
- Approval, rejection and reopening recorded with author, date, previous status and justification
- Numbered request with configurable prefix, generated from one or more approved requests
- An order automatically created for each supplier winning the quote
- Items, prices, deadlines, payment conditions and RFQ links copied to the order without retyping
- Protection against duplicate orders when the quote has already generated a document for that supplier
- Replacement suggestion converted directly into an order for the indicated supplier
- Contract call converted to order with contracted price and balance
- Direct order for one-off purchase, without prior request
- Items with quantity, unit, price, cost center, class and branch
- Own draft cycle, awaiting approval, approved, issued, confirmed, partial and received
- Direct approval when no jurisdiction covers the range or when the applicable rule is automatic
- Fund gate on issuance: request without budget balance does not go through, and the attempt is registered
- Order document generated by the system, ready to print and attach to email
- Sending to the supplier by email directly from the panel
- Supplier confirmation registered with agreed delivery forecast
- Order duplication for recurring purchases, without reassembling the list
- Cancellation with reason until full receipt
- Item balance always visible: how much was ordered, how much has arrived and how much is left
- Attachments and complete history of each order movement
- Approval via cell phone in the dashboard app, without opening the dashboard
- Explicit 3-way match between Purchase Order × Receipt × Tax Document
- Checking by item of quantity, price, prorated shipping, IPI, ICMS-ST, ancillary expenses and discount
- Prorated shipping on the item replaces shipping on the header in total, so the same money is not included twice in the cost
- Partial and multiple receipt per order, always limited to the item balance
- Search for the NF-e issued against your CNPJ and link to receipt of the access key
- Quantity, unit price and total value tolerances defined by the company, with its own rules per product category and supplier
- The supplier rule beats the category rule, and the category rule beats the company standard, with the applied origin visible item by item
- Total value tolerance in percentage and in reais at the same time: it only warns when both are exceeded, so three reais in a large order does not become an alarm
- Difference within tolerance automatically approved and recorded as such, separate from "no difference"
- Damage and wrong specification have no tolerance: broken merchandise is a discrepancy in any percentage
- Divergence by item classified as missing, surplus, damaged, price or specification, with decision to accept, return, write off or replace
- Automatic blocking out of tolerance: receipt stops at "awaiting approval", with no entry into stock and no account to be paid
- The block also applies via the request route, so that it is not enough to generate the expense through another route.
- Release by authority according to the value of the divergence, with approval, rejection, return to the supplier or request for correction
- Mandatory reason for every decision, with author, date, scope applied and portrait of the decided conference
- Automatic reopening when price, quantity or document changes after acceptance: previous approval is marked as exceeded
- Decision refused when receipt changed between sending and approval, so no one could approve what is no longer what it is
- Approval queue with blocked value, days stopped and what has been blocked for more than a week
- Stock entry generated only upon release, with movement traceable item by item
- Average cost and last cost of the product updated by input, without manual recalculation
- Service item does not move stock, but lowers the order balance normally
- Complete reversal that returns the balance to the order and cancels the entry with exit movement
- Stub, DANFE and photos of the load attached in private storage
- Automatic evaluation of the supplier in terms of deadlines, quality and price with each receipt checked
- Alert of divergences stuck in the queue and acceptance with reservations in the last thirty days
- The same tolerance applies to the receipt check and the Spend Analytics three-way report, so the two screens never disagree on the same purchase
- Account payable generated from receipt checked, with trace of order and note
- Second door for service, rental and cash purchase: bill generated directly from the order
- Installment with due dates, payment method, category and document
- Apportionment of expenses by cost center, class and branch
- Inherited apportionment of items when the buyer does not report anything, instead of unowned expenses
- ISS, IRRF, INSS and PIS, COFINS and CSLL withholdings calculated at rates per company
- Configurable minimum retention value, respecting the exemption rule
- Retention simulator that shows the net before generating the bill
- Complete bill preview before sending, with installments, apportionment and net value
- Advance to supplier with write-off and reduction in the final bill
- Optional lock that prevents generating expenses without receipt verified
- Undo sending to the finance company while no installments have been written off
- Payment made using the accounts payable engine that already exists, with audit and reconciliation, without a second way of writing off
- Automatic generation of payable account configurable per company
- Replenishment policy per product with minimum, maximum, reorder point and multiple batch
- Lead time and target coverage per product, used in calculating the purchase date
- Average consumption calculated from actual outgoing movements, not from a entered estimate
- ABC curve of items by consumption value, to separate what deserves attention
- Mass policy recalculation from observed consumption
- Purchase suggestion that considers balance, orders in transit and event reservations before suggesting
- Need for product with an open account, not just the final number
- Suggestion converted into requisition, quote or purchase order in one step
- Discarding suggestion with registered reason
- Automatic daily round of suggestions and execution on demand via the screen
- Out-of-stock alert triggered before the item is out of stock
- Supply contract with validity, value and status of draft, current, suspended, terminated or canceled
- Price table per item, with contracted balance and balance already consumed
- Supply call: the order arises from the contract with a locked price, without renegotiating item by item
- Readjustment applied in a block to the table, with before and after history
- Expiring contract alert triggered by daily routine
- Supplier performance consolidated based on contract receipts
- Supplier rating reused as criteria in quotation
- Complete contract history with each change recorded
- Contract attachments saved in private storage
- Expense panel by period, cost center, category, class and branch
- Evolution of spending with comparison between periods
- Savings obtained on quotes, measured against the reference price
- Average order lead time, from order submission to actual delivery
- Approval rate and time spent on documents awaiting the applicable authority
- Top suppliers by volume purchased in the period
- Price history per product, to separate market increase from supplier switching
- Seven operational alerts: delayed order, approval stopped, supplier document expiring, contract expiring, stock out, divergent receipt and quotation expired
- Daily routine that triggers alerts for those responsible
- Order and request approval via the dashboard app, with the same authority as the dashboard
- Source ready for export and external BI
- Separate permissions to query, create, approve, delete and configure the module
- Own numbering prefixes for ordering, quoting and receiving
- Requirement for approval, blocking due to expired documents and early warning in days
- Approval validity in months and supplier category requirement
- Retention rates and minimum value defined by company
- Configurable expense lock without receipt and automatic bill generation
- Order, quote, receipt, contract and supplier attachments in private storage
- Download served by the system itself, preserving the original file name
- Single module timeline, with author, date and observation for each event
- No ID field entered on screen: every link is a selection powered by the system itself
- Operation by branch, respecting the scope of who is logged in
Want to see Purchasing & Supplies in your operation?
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