6 Things to Look for in a PO System for Small Business

When choosing a PO system for a small business, it’s essential to consider various factors to ensure that the selected system meets the specific needs and requirements of the business. There are six key aspects to look for in a purchase order system for a small business:

1. Ease of Use:

Look for a user-friendly interface that allows easy navigation and straightforward creation of purchase orders. The system should be intuitive enough for employees with minimal training to quickly grasp and use effectively. If your organization already uses M365 & Teams, you may look for a purchasing system that allows users to remain in this environment.

2. Customization and Scalability:

The PO system should offer customization options to tailor the workflow and processes according to the specific requirements of the business. Additionally, it should be scalable to accommodate the business’s growth without significant disruptions or the need for frequent system upgrades.

3. Integration Capabilities:

Ensure that the PO system can seamlessly integrate with other essential business applications, such as enterprise resource planning (ERP) systems. Smooth integration helps streamline processes and improves overall efficiency. The right solution should actually save you money when integrating with your ERP system.

4. Automation Features:

Look for automation features that can streamline the purchasing process, such as automatic notifications, alerts for low inventory levels, and automated approval workflows. These features can help reduce manual work and improve efficiency.

5. Reporting and Analytics:

The system should provide comprehensive reporting and analytics capabilities, allowing the business to track spending, analyze purchasing trends, and identify cost-saving opportunities. Robust reporting tools can provide valuable insights for making informed business decisions.

6. Mobile Accessibility:

Consider a system that offers mobile accessibility, allowing users to create, review, and approve purchase orders on the go. Mobile access can improve responsiveness and facilitate efficient communication, especially for businesses with remote or mobile workforce.

Considering these factors can make it easier to select a PO system for small business that serves you well. A proper solution will help optimizes procurement processes, enhance efficiency, and support your overall growth and development.

If you would like to save yourself some time, we recommend checking out this purchase order system. It checks all the boxes and was made especially with small businesses in mind.