1:03 Getting started
Sign in and find your way around
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See ProcurePulse do the work
Real screens, no slides. Each video shows one task, start to finish, in about two minutes. Captions are on.
Getting started
1:03 
0:51 Getting started
See what's on your plate in My Work
My Work shows the contract work that's yours: obligations to meet, and contracts you own.
0:55 Getting started
Chase what's waiting in Waiting on you
Waiting on you collects everything that needs you right now: approvals, RFQs, auctions, deliveries, invoices and payments.
0:56 Getting started
Search, filter and export any list
Every list in ProcurePulse works the same way. Here are your purchase requests.
0:49 Getting started
Use notifications
When something changes on your work, the bell at the top tells you how many new notifications you have.
0:51 Getting started
Get around faster with keyboard shortcuts
You can move around ProcurePulse without touching the mouse. Press the question mark at any time to see every shortcut.
0:44 Getting started
Set Out of Office
Going on leave? Open your name at the top right, and choose My Profile.
1:27 Getting started
Get Ask AI to do a task for you
Ask AI does real work for you, in plain words. Type what you need: here, a purchase request for ten laptops.
Purchase requests
2:17 Ask AI
Raise a purchase request by just asking
Type “10 Dell laptops for the IT team”. Ask AI drafts the purchase request from your own catalogue, prices and locations. Nothing is created until you confirm.
1:13 Purchase requests
How to raise a purchase request
Pick the type, cost centre and product from the catalogue; tax, unit and rate fill in, and Budget Availability shows whether the request fits.
0:55 Purchase requests
Save a purchase request as a draft, submit it later
Save what you know as a draft, nothing goes to approvers, then submit it from the Draft tab when you are ready.
0:53 Purchase requests
Track your purchase request through its approvals
The Procurement Journey shows every step: who approved it and when, then the RFQ, PO, goods receipt and invoice, each linked.
1:20 Purchase requests
Raise and approve an emergency purchase
Sometimes goods have to be bought before anyone can approve them: a breakdown at a site, a same-day replacement. Start a purchase request as usual.
1:08 Purchase requests
What happens when a PR goes over budget
Every purchase request is checked against its budget as you fill it in. Here's a big one: laptops for a whole new office.
0:45 Purchase requests
Raise a spend request
Not every spend is a catalogue purchase. For one-off costs, like an event or a service paid directly, raise a spend request. Click New Spend Request.
Approvals
0:55 Approvals
Approve or send back from My Approvals
One inbox for everything waiting on you: filter by type, open the record, approve or reject with a reason.
0:29 Approvals
Approve a purchase order
Check the vendor, lines and total, then approve; the vendor sees the order in their portal straight away.
RFQs & quotes
1:26 RFQs & quotes
Send an RFQ and compare quotes
Once a purchase request is approved, open it and click Create RFQ.
0:55 RFQs & quotes
Turn an approved PR into an RFQ
Once every approver has signed off, the purchase request shows a Create RFQ button. Click it.
0:38 RFQs & quotes
Award an RFQ to the best quote
Every quote side by side with the lowest marked L1. Select the winner and the purchase order is created for you.
0:51 RFQs & quotes
Quote revisions and the deadline lock
Vendors can sharpen their quote until the deadline; every revision stays on record, and only the latest counts.
0:56 RFQs & quotes
Check vendors have accepted your contract and T&C
Vendors must accept your terms before they can quote; the response tracker shows who has, and which version.
0:54 RFQs & quotes
Use sealed quotes
For high-value or sensitive buys, you can keep every quote sealed until the deadline, so nobody can be tempted to share one vendor's price with another.
0:57 RFQs & quotes
Attach contract and T&C templates to an RFQ
When you raise an RFQ, Vendor Obligations lets you attach your contract and your terms and conditions, so vendors quote on your terms.
Reverse auctions
1:23 Reverse auctions
Create a reverse auction
A reverse auction gets suppliers to compete on price, live. The lowest bid wins. Start from Reverse Auctions, and click New Auction.
0:54 Reverse auctions
Invite suppliers to an auction
Step three of a new auction is Suppliers. You invite from your approved vendors. Each one gets a private place to bid, and none of them can see who else was invited.
0:55 Reverse auctions
Set auction rules
Step four sets the rules. First, how long the auction runs. ProcurePulse shows when it will close.
0:57 Reverse auctions
Monitor a live auction
Open the auction to watch it live: your ceiling, the current lowest bid, and the time left.
0:56 Reverse auctions
Award an auction
Here's where the auction stands: three suppliers, ranked by price, still anonymous.
0:40 Reverse auctions
Read an auction's audit trail
Every auction keeps its own record. Open a closed auction and scroll down.
0:40 Reverse auctions
See auction results and savings
Results and Savings, in the Auction Hub, adds up what your auctions have saved.
0:52 Reverse auctions
Bid in a reverse auction
When a buyer invites you to a reverse auction, it shows up under Auctions in your vendor portal. Open it.
Purchase orders
0:59 Purchase orders
Create a PO from the winning quote
The purchase order is built from the quote: same items, prices, delivery date and GST. Nothing to retype.
0:58 Purchase orders
Create a PO from an approved request
Not every purchase needs an RFQ. When a request is approved and you already know the supplier, raise the purchase order directly.
Vendor portal
0:55 Vendor portal
Acknowledge a PO and confirm delivery
In the vendor portal, acknowledge the order and confirm a delivery schedule, split across dates if needed.
0:50 Vendor portal
Send a dispatch notice
Tell the buyer what shipped, with serial numbers, tax invoice and e-way bill details, from the vendor portal.
0:45 Vendor portal
Raise an invoice from an accepted delivery
Bill exactly what the buyer accepted at the PO price; ProcurePulse reads the attached invoice and checks GSTIN, PO and total.
Receiving
1:03 Receiving
Receive goods and inspect them (GRN)
Dispatch Notices lists every shipment vendors have told you about. When a delivery arrives, find its notice.
0:40 Receiving
Inspect a goods receipt: accept and reject quantities
Enter accepted and rejected quantities with reasons; only accepted units can be invoiced, and assets register automatically.
Invoices
0:52 Invoices
Upload a vendor invoice and let it fill the form
When a vendor emails you an invoice, open Invoices, and click New Invoice.
0:57 Invoices
Read many invoices at once
Month end, and a pile of vendor invoices? Open the Invoice Reading Queue, under Billing and Payments.
0:57 Invoices
Approve an invoice, and what a refusal means
Pending invoices wait under Invoices. Open the one to approve.
0:53 Invoices
See what's left to bill on each PO line
Line-Item Billing, under Reports, shows every placed PO line: what was ordered, received, accepted, billed, and what's left to bill.
0:38 Invoices
Put an invoice on hold and release it
Hold an invoice with a reason while a question is open; approval is blocked until someone releases it.
0:41 Invoices
What happens when an invoice number is used twice
Vendors sometimes send the same invoice twice: a reminder, a resend, a copy by post. Here, someone uploads an invoice that's already in the system.
Contracts
2:14 Contract AI
Drop a contract, get a filled form
Contract AI reads the vendor’s PDF and pre-fills vendor, dates, value, payment terms and schedules, each tagged with the page it came from.
1:39 Amendment AI
Drop an amendment, see what changed
Amendment AI reads the vendor’s addendum against the original contract and lists every change: term, value and clauses.
Assets
1:58 Invoice to Assets
From vendor invoice to tagged assets
Attach the invoice: the goods receipt fills itself, each item gets an asset category, and every unit becomes an asset with its serial number, ready for QR tags.
0:46 Assets
Allocate an asset to an employee
Allocations shows who has which asset. To hand one over, start a new allocation.
0:40 Assets
Take an asset back
When someone hands an asset back, find its allocation: search by the asset code, or the person's name.
1:01 Assets
Build an assembly from parts
An assembly groups assets that work as one: a desktop with its monitor, or a machine with its parts. Start a new assembly.
0:55 Assets
Send an asset out on a returnable gatepass
Anything leaving the premises needs a gatepass. Start a new one.
0:51 Assets
Schedule maintenance for an asset
Maintenance keeps track of servicing, calibration and repairs before they're needed. Start a new record.
0:53 Assets
Log a repair
When something breaks, log a repair. Start a new repair request.
0:55 Assets
Record an AMC or warranty
AMC, Warranty and Insurance lists every contract that covers your assets, and flags the ones about to run out. Add a new one.
0:50 Assets
Transfer consumables between locations
Consumable Transfers moves stock between your locations. Start a new transfer.
More how-to videos are on the way: auctions, RFQs, purchase orders, goods receipt and invoices.
Want to see it with your own data?
We'll set up a 30-minute demo with your items, vendors and approvers, not a slide deck.