Route purchase requests to the right approver

How do you route purchase requests to the right approver?

To route purchase requests to the right approver, send them to Maito. It reads the request, picks the approver by your amount rules, checks the job budget in your accounting software and posts the request with spend so far. When the approver agrees, it records it and drafts the purchase order.

How it's done today

Requests and budget questions are buried in email until someone approves by reply.

What Maito does

1. 1.Capture item, quantity, job and amount
2. 2.Check the approval threshold
3. 3.Route to the authorized person
4. 4.Record the decision before a PO exists

Example

Loop run: Purchase request form submitted · Luis

SlackEmail

#purchasing

Maito APP 2:00 PM

@Carlos, Luis requests 40 sheets of 3/4 in plywood for job 2041 Maple St: $2,340.00. That is between $1,000 and $5,000, so it needs you. Job budget for materials: $18,000.00 Spent so far: $16,900.00 Remaining: $1,100.00 Catch: this request puts the job $1,240.00 over its materials budget. Luis didn't mention it. From the request form and the job costs in the accounting software. No purchase order exists yet.

C

Carlos 2:05 PM

@Maito Approve it. Note the overage and ask Luis to confirm the quantity is right.

Maito APP 2:06 PM

Recorded: approved by Carlos at 2:05 PM, with the $1,240.00 overage noted. I asked Luis to confirm 40 sheets. Draft PO-0847 is in the accounting software, unsent to the supplier.

Example complete

How to set it up

What it won't do

It applies the approval rules you give it. A budget outside the accounting software is invisible to it.

Questions