Autotask Procurement Extension

Quote, Purchase,
Track & Manage Product Orders with Ease

Autotask Procurement Extension automates product workflow and notifications from the initial quote through final invoicing.

The Procurement Extension automates processing for sales quoting, checking inventory, requesting products to be purchased, purchasing products, and the receiving and shipping of products with instantaneous notification at every step.  

It gives you a repeatable, controlled and highly visible process for procuring and delivering customer requested hardware. Nothing falls through the cracks – even for complex projects that may go on for months.

Features and Benefits Keep Every Order on Track:
  • Complete workflow from quoting to billing
  • Check and reserve inventory from a quote
  • Create new sales orders from quotes
  • Full purchasing and receiving capabilities
  • Automatically tracks changes in inventory throughout
    the process