1 March 2021

Considerations when adopting Purchase to Pay (also known as P2P)

This document is for clients who want a Purchase to Pay solution (also referred to as P2P, e-procurement, or online ordering).  Adopting P2P can secure efficient savings by streamlining procurement, controlling spend and automating invoice processing.

Having all supplier purchase orders, delivery notes, electronic invoices, prices, and products in one place gives visibility and control allowing you to deliver real savings to your bottom line.

Key benefits:

Supplier and Catalogue Management – With over 1500 suppliers already integrated, and multiple connectivity options available to support the submission of data there really is no barrier to suppliers engaging with the initiative – whether small and local, or large and national.

Stock Sheets and Favourites – Stock Location Order Sheet Templates support ease of ordering for each location and can be centrally managed if required to fully control purchasing and costs. Users can assign favourite products to order sheets which are designed to match stock locations and the associated products.

Building & Placing Orders in three simple steps – The User chooses a product from a created Stock Order sheet that is pre-populated with supplier products, the order is saved to a ‘Basket’ which will sort orders by supplier, the order can then be reviewed and submitted.

Delivery and Goods Receipting – Accurate booking off will allow the system to match the invoice to the delivery recorded and determine whether the invoice falls within the set threshold or whether a credit is due.

Invoice Management – System checks on every line of every invoice against the delivery recorded, raise a credit request at the click of a button


Would you continue to work with a supplier if they cite that they will not engage with the P2P solution – either in full or only partially?  For example, a supplier may only want to submit a catalogue and accept email orders, but not manage invoice data.

Do you want to review all catalogues before approving each time they are updated by a supplier or have them set to auto approve?

Would you want your Users to know about catalogue changes by way of an alert?

Who would be responsible to add and maintain supplier records?

Are Back Orders accepted?

Would Head Office create centrally managed order sheets and allocate to relevant Outlets to ensure compliant ordering or would Outlets create and maintain these?

Do you need order approval levels set?

Is a Central Stores Location required to manage multi-site operations?