Procurement and business software built around your processes.
Manage procurement and suppliers with ACOS. Bring approvals, cash flow forecasting and business workflows online with CloudTASK. Talk to us about CRM and a solution that fits the way your business works.
Built around specialised business requirements. ACOS and CloudTASK can be configured around your business—from managing multiple companies within one platform to supporting specialised workflows and approval structures that standard software may not readily accommodate.
See our software in action.
Connected procurement, CRM and business management features.
Give your team a shared process for managing information, routing approvals and tracking progress. ACOS and CloudTASK help connect the people responsible for initiating, reviewing and completing business activities.
CloudTASK business workflows
Give teams web access to approvals, forecasts and supporting information.
Explore CloudTASK →SalesXone customer management
Explore customer records, quotations, sales orders, invoicing and service work.
Explore CRM →Procurement software: from request to supplier payment.
Give staff a controlled process from the initial departmental request through approval, purchase order, delivery confirmation and payment. Finance and management can follow the transaction history and see who requested, approved and processed each transaction.
Procurement & purchase orders
Support multiple branches and departments, with designated initiators and approvers who can review across departments. Approved motivations for procurement (MFPs) feed into purchase order generation, ready for emailing to suppliers.
Supplier management
Maintain supplier records, supporting documents, review and approval processes, and supplier contracts.
Budget control
Allocate expenditure to departments and cost centres. Enter budgets directly or import them from CSV. The system checks the available budget when a transaction is posted and holds transactions with insufficient budget until funding is provided.
Goods & services received
Initiators record quantities received against the purchase order. Project managers can also be configured to verify delivery of goods or services. Attach invoices and delivery evidence to support three-way matching.
Payment processing
Route payment requisitions for approval, prepare supplier remittances and assemble payment batches for supported bank export processes.
Audit history & reporting
Follow the audit trail of transactions and actions, including approval dates and times. Report by department, supplier, budget code and period, and export report information to CSV for use in Excel.
CloudTASK: online approvals and business workflows.
CloudTASK brings business information and workflows to your browser. Its integration with ACOS lets approvers review the background, documents and comments they need before making a decision.
Web review & approvals
Review and approve procurement, goods received and payment requisitions through CloudTASK web and mobile access. Supporting documents, comments and transaction details provide context, with integrated payment batch management also available.
Cash flow forecasting
Bring finance teams and project managers together to prepare and review cash flow forecasts.
Supplier registration
Use online registration requests and supplier forms to collect information and supporting documents for review.
Approval visibility
Use approval activity reports, notifications and reminders to help teams identify outstanding work and follow up.
Fixed assets
Maintain fixed asset records through CloudTASK where the asset management functionality is enabled.
Access & accountability
Set different user permissions in ACOS and CloudTASK. CloudTASK includes PIN authentication and security reporting to help administrators monitor access and security activity.
The functions available to your team depend on the modules and permissions configured for your organisation.
Compare quotations and keep the reasons behind your decision.
Attach multiple supplier quotations to support procurement review. Where the integrated RFQ module is enabled, quotations submitted online can be compared side by side.
Supporting quotations
Keep supplier quotations with the procurement transaction so approvers can review the supporting information.
Side-by-side comparison
Use the integrated RFQ module to compare quotations submitted online and support evaluation.
Documented selection
Record the options considered, evaluation and recommendation so the basis for supplier selection remains visible.
Looking for CRM? Let’s start with how your team works.
Your customer relationships and sales processes deserve the same attention as your internal workflows. Talk to us about using CloudTASK for your CRM requirements, whether you are reviewing an existing system or planning a new approach.
We will walk through your requirements, demonstrate the relevant functionality and agree on the solution that suits your business.
What would you like your CRM to manage?
Useful starting points for our discussion:
- Customer and company information
- Contacts, enquiries and follow-ups
- Sales activities and quotations
- Documents and customer history
- Management visibility and reporting
- Moving information from an existing system
Software customisation for specialised business requirements.
When standard software does not readily fit your organisation, we work with you to configure and customise ACOS and CloudTASK around your requirements. This can include multiple companies within one management platform, departmental responsibilities and specialised approval processes. We agree on the scope of any additional development before implementation.
Your approval structure
Configure separate procurement and payment approval channels with monetary thresholds at each level. Include additional approvers as purchase values increase, and apply delegation of authority when an approver is away. Review and approve through desktop, web or mobile access.
Connected information
Attach multiple supplier quotations, invoices and other supporting documents. Record background information, options investigated, recommendations and evaluation, including the motivation for selecting a supplier whose quotation is not the lowest.
Work alongside Pastel Accounting
Import GL accounts and cost centres, synchronise cost centre information, and export transactions including purchase order entries. We agree on the integration method and scope for your Pastel environment during implementation.
Multiple companies in one platform
Discuss managing multiple companies or organisational profiles within one platform, with the access, workflows and reporting arrangements required for your business.
Specialised business workflows
Bring us the special cases your team needs to handle. We can assess how exceptions, approval responsibilities and business rules can be accommodated through configuration or agreed custom development.
Tailored forms, reports and integration
Discuss custom fields, forms, reports and data exchange requirements. We review the relevant modules and systems, then agree on the changes and integration scope.
Controlled access. Information you can work with.
Security controls
User permissions, PIN authentication, security reporting and encrypted web connections support controlled access to business information. We can review your data protection and hosting requirements as part of the proposed solution.
Reporting & data exports
Export reports and information to CSV for use in Excel. If you need to move data to another system, discuss the required records, formats and assistance with us so the export scope can be agreed in advance.
Explore ACOS features in more detail.
Follow the links below for more information about individual procurement and supplier management functions.
Practical assistance from setup to daily use.
Our team works with you to understand your requirements, configure the solution and help your users get started.
Understand & plan
Review your current processes, identify the functions you need and agree on the implementation scope.
Configure & prepare
Set up users, permissions and workflows, and plan any required data migration or integration.
Train & support
Help users learn their daily tasks and provide assistance as your organisation uses and develops the system.
ACOS provides desktop functionality, while CloudTASK provides web access to its configured modules. We can discuss hosting and access arrangements appropriate to your organisation.
A quotation built around your requirements.
We agree on the modules, users, workflows and implementation scope before preparing your quotation. Ask us to set out the following clearly:
- Once-off implementation and setup costs
- Licence or subscription fees and billing frequency
- Included users and the cost of additional users
- Training, support and maintenance costs
- Additional modules, hosting and other charges
- Contract period and cancellation terms
- Implementation timeframe and responsibilities
- Data import, migration and export arrangements
- Pastel integration method and scope
- RFQ functionality and module availability
Let’s show you what fits your business.
Tell us whether your priority is procurement, supplier management, approvals, cash flow forecasting or CRM. We will arrange a demonstration focused on your requirements and discuss the appropriate modules, implementation and pricing.
Email support@itcontact.co.za
Call +27 (0) 12 997 4444