Orders and Billing
United as One
No Credit Card Required
Structured Purchasing
Apptiflo is an integration platform for retail brands to connect seamlessly with Suppliers and Customers. Apptiflo's Builder, designed with simplicity, empowers users to create purchase orders swiftly and easily initiate purchasing. Each step is guided, fostering a flexible environment for collaboration based on best practices. Invoices and Bills are auto-generated with a range of customizable options. Discover how Apptiflo can streamline your purchasing process, providing checks and balances, and significantly reducing clerical time and errors.
Purchase Phases
Checks and Balances
A purchasing need allows the Customer and Supplier to unite and work towards a common goal. At each step, there's a chance for miscommunications that can strain the relationship between the two parties. Apptiflo's Purchasing Process, designed to foster collaboration, applies checks and balances at each phase to minimize purchasing failures and strengthen the bond between all parties involved. This collaborative approach ensures that everyone feels engaged and involved in the process.
New
Users can use Builder or manually create Purchase Orders by selecting Supplier listings. Any user can make changes, which are submitted for Budget approval when ready. The originating account is the Customer.
Pending
The PO is under internal review for Budget approval. PO changes are limited to Users with the appropriate Budget approval privileges.
Budget Approval
An account can set varying Budget levels to empower Users according to their roles. Each Budget has an amount limit and a Team of approvers. A User that creates a PO that exceeds its Budget limit will require approval. This crucial feature ensures that all purchasing decisions align with the company's financial capabilities and goals, providing a strong financial control mechanism.
Account
PO #123
Supplier
Order #123
Approved
The PO is Approved after it clears all Budget approvers. No further changes are allowed from the Customer.
The Supplier is promptly notified of a new Sales Order and has the flexibility to make Order adjustments. These adjustments can include changes to quantities, items, or any other relevant details. For instance, if the Supplier realizes they can provide a larger amount of a specific item, they can adjust the Order accordingly. All updates are only visible to the Supplier. The Supplier accepts the Order after all adjustments are complete, showcasing the platform's adaptability to the Supplier's needs.
Accepted
The Customer receives an Order update notification and can see the Supplier adjustments. The Customer may communicate adjustments as needed, but only the Supplier can adjust the Order. The Customer confirms the Order.
Confirmed
Both Customer and Supplier have reviewed and consented to the final Order. The Supplier can proceed to complete the Order.
Shipped
The Supplier ships the Order and attaches shipping documents.
Received
The Customer receives the Order and confirms the received quantities.
14 Days Free Trial
No Credit Card Required
Billing
Synced to Orders
When an Order is Accepted, a corresponding Invoice is automatically created and linked to the Supplier's Sales Order. The Customer will see the corresponding Bill related to the Purchase Order. This seamless and transparent process ensures that all financial transactions are accurately recorded and linked to the relevant orders.
New
The Invoice and Bill will appear after an Order is Accepted. The Supplier can add customized Invoice items.
Pending
The Invoice and Bill updates to reflect Order adjustments after the Order is Confirmed.
Open
The Order is shipped and finalized. Payment is due per the Terms. Once the payment is made, the status of the Order changes to 'Paid', indicating that the Supplier has received the payment. This transparent process ensures that all parties are aware of the payment status and can track it within the platform.
Paid
The Supplier has received payment.
Past Due
Payment is expected.
Expand Your Product Pipeline
Sell and Order
Builder
