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Operations workspace

Overview

Web application • Phase 1

Every request recorded.
Nothing lost in an inbox.

The current PO and vendor-payment workflows, now with searchable history and an audit trail.

Total requests0All recorded activity
Awaiting action0Submitted requests
Completed0Closed requests
PO value excl. VATR 0.00Saved request value
Committed cost R 0.00 POs raised but not yet submitted for payment
Submitted for payment R 0.00 POs with a linked receipt-for-payment request

Recent requests

Your latest procurement activity

Raise a purchase order

Fields marked * are required. The request is saved before email opens.

Supporting documents

Add the customer quote and any approval or supporting documents.

No documents selected yet.
At least one document is required. Maximum 20 MB per document.
Email previewComplete the form to generate the subject

The generated operational email will appear here.

Request history

Search every request saved in the application

Add vendor

Maintain the lookup lists used by request forms.

Reference lists

Imported from Request PO & Receipt for Payment.xlsx

Email workflows

Select a template to edit

Email template

Available linked fields

Click a field to copy it, then paste it into the subject or body.

Template preview 

            

            
          

          

            
            
          

        

      

    


    

      

        

          
Upload daily call report
Preview new calls first. Existing customer/job combinations are automatically marked as duplicates and skipped.

        

        

          
          
          
          
          
        

        
        

      

      

        

          
Daily billing review
Open a customer, then select only the call you want to verify.

          

            
            
          

        

        

      

    


    

      

        
Waiting for my review0Calls not yet sent to the customer

        
Waiting for customer0Internally approved and awaiting customer action

        
Customer approved0Final approved billing calls

        
Changed or queried0Calls needing attention or adjusted by the customer

      

      

        

          
Billing approval progress
Track each billing client from internal review through final customer approval.

          

            
            
            
            
          

        

        

      

    


    

      

        

          
Customer change loss report
Revenue reduction caused by customer adjustments.

          

            
            
            
          

        

        

      

    


    

      

        

          
Billing administration
Pricing, billable clients, onsite engineers, site locations, and cached routes.

          
        

        

        

      

    


    

      

        

          
Business-unit budget
Customer-approved billing becomes income; receipted payments, claims, and employee costs become expenses.

          

            
            
            
          

        

        

          
Total incomeR 0.00Approved billing plus historical income

          
Total expensesR 0.00Payments, employee costs, claims and history

          
Net positionR 0.00Income less expenses

          
Customer-approved billingR 0.00Final approved income only

        

        

      

      

        
Add historical total
Use this for previous income, expenses, or claims where detailed records are unavailable.

        

          
          
          
          
          

        

      

    


    

      

        
Employee costs
Edit salary and add any number of recurring running costs with descriptions.

        

          
          
          
          
          
          
          
          
          

        

        

      

      

        
Additional employee cost
Examples: vehicle, petrol allowance, tools, software, cellphone or another running cost.

        

          
          
          
          
          
          

        

        

      

    

  


  
    
✓

    
Request saved

    

    
The audit record is safely in the database. You can now open the prepared email.

    

      
      Open email
    

  

  
    

      

        
Call verification

        
      

      

    

  

  
    

      

        
Billing administration
Edit engineer