Procurement automation
Procurement automation that removes the re-keying, not the decisions
Complyra automates the parts of procurement that are repetitive and error-prone: parsing requirements, identifying regulations, matching suppliers, drafting and sending RFQs, chasing responses, collecting quotations, creating purchase orders and exporting them to your ERP. The approvals stay with your team.
What Complyra automates
Requirement parsing
A plain-language request becomes structured procurement fields, so nobody re-types product, quantity, market and certification requirements into a form.
Regulation identification
The regulations that apply to a product and destination are identified from the dataset, with the documents each requires.
Supplier complianceSupplier matching and ranking
Approved suppliers and their products are matched and ranked on several factors, replacing manual shortlist building.
Supplier sourcingRFQ drafting and distribution
The RFQ is written from the requirement and sent to one or many suppliers in a single action.
RFQ automationNotifications and reminders
Suppliers are notified in their portal on invitation and reminded before deadlines by a scheduled job; buyers are notified when quotations arrive.
Quotation collection
Structured quotations land against the RFQ, so comparison does not mean reconciling emails and spreadsheets.
Purchase order creation
The accepted quotation becomes a purchase order with the same product, quantity, price and delivery details.
ERP export
Purchase orders export to SAP Business One, Oracle NetSuite or Microsoft Dynamics 365, or as a generic REST, CSV or XML payload for other systems.
What stays with people
Being clear about the boundary is part of being trustworthy in procurement.
Approving suppliers
A Complyra administrator reviews every supplier application and its certifications. Approval is a human decision.
Choosing a quotation
Buyers compare quotations and decide which to accept. Complyra ranks and organises; it does not choose.
Issuing the order
The purchase order is created from the accepted quotation and sent to the ERP when the buyer confirms it.
Compliance responsibility
Complyra checks requirements and evidence. Certification and legal responsibility remain with buyer and supplier.
Where the time goes today
In a manual process the same information is typed several times: into a search, into a supplier email, into a comparison spreadsheet, into the purchase order, and into the ERP. Compliance is usually a separate check, done late. Complyra captures the requirement once and carries it through every step, with the compliance result attached from the start.
For the reasoning behind the ranking and comparison, see procurement intelligence. For how suppliers are found and verified, see supplier sourcing.
Frequently asked questions
What is procurement automation?
Using software to perform the repetitive parts of buying: capturing requirements, identifying requirements and suppliers, issuing RFQs, chasing responses, collecting quotations and creating purchase orders. Complyra automates those steps and leaves approval and selection decisions with people.
Does Complyra automate purchasing end to end?
It automates the preparation and administration of each step and connects them into one workflow. Supplier approval, quotation selection and order confirmation are still made by a person.
Which ERP systems are supported?
SAP Business One, Oracle NetSuite and Microsoft Dynamics 365 have dedicated connectors. Other systems can receive a generic REST, CSV or XML export.
Do suppliers need to use Complyra?
Suppliers respond to RFQs through the Complyra supplier portal, which is where notifications, quotations, messaging and document uploads happen.
Guides, use cases and definitions
Guides
- Procurement automation guide: what to automate first — Procurement Automation
- How to reduce procurement cycle time — Procurement Operations
Comparisons
Run one requirement through the workflow
Describe what you need to buy and follow it through search, compliance, RFQ and quotation.