{"id":16586,"date":"2026-08-31T12:13:07","date_gmt":"2026-08-31T10:13:07","guid":{"rendered":"https:\/\/smartfp.cz\/solution\/economics-and-accounting\/records-of-purchases-and-orders\/functions\/"},"modified":"2026-10-22T16:42:52","modified_gmt":"2026-10-22T14:42:52","slug":"functions","status":"publish","type":"page","link":"https:\/\/smartfp.cz\/en\/solution\/economics-and-accounting\/records-of-purchases-and-orders\/functions\/","title":{"rendered":"Functions"},"content":{"rendered":"\n
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Module Functions<\/p>\n<\/div>\n<\/div>\n\n\n\n

Purchasing tools that you can customize for your business<\/strong><\/h1>\n\n\n\n
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Forms, code lists, permissions, documents, suppliers, analytics, and integrations\u2014all in one solution.<\/p>\n\n\n\n

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I am interested in the module<\/a><\/div>\n\n\n\n
View demo<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n

The module does not require you to change your internal rules. SmartFP configures itself based on the forms, roles, organizational structure, and integrated systems you use. <\/em><\/p>\n<\/div>\n\n

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Agenda Settings<\/p>\n<\/div>\n<\/div>\n\n\n\n

Customize your records to suit your needs<\/mark><\/strong><\/h2>\n\n\n\n

Every organization needs to track different data when making purchases. In some cases, the decision is based on the project and the order; in others, it depends on the department, the capital budget, or the type of goods being purchased. <\/p>\n\n\n\n

SmartFP allows you to customize a module’s data structure without creating separate tables for individual departments.<\/p>\n\n\n\n

Result for the administrator:<\/strong> A single, consistent set of records that complies with your organization’s rules and glossary.<\/p>\n<\/div>\n\n\n\n

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Custom Fields<\/strong><\/h4>\n\n\n\n

Fill in the text, numeric, date, drop-down, or required fields.<\/p>\n<\/div>\n\n\n\n

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Types and Categories<\/strong><\/h4>\n\n\n\n

For example, distinguish between services, materials, investments, IT, and operational purchases.<\/p>\n<\/div>\n\n\n\n

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Organizational Structure<\/strong><\/h4>\n\n\n\n

Work with centers, projects, orders, branches, or budgets.<\/p>\n<\/div>\n\n\n\n

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Item Lists<\/strong><\/h4>\n\n\n\n

Standardize the names, units, rates, codes, and other information used for items.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n

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Supplier Catalog<\/strong><\/h4>\n\n\n\n

Maintain contact information, identification details, categories, and internal information about suppliers.<\/p>\n<\/div>\n\n\n\n

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Number Sequences<\/strong><\/h4>\n\n\n\n

Set a custom number format based on the year, company, or document type.<\/p>\n<\/div>\n\n\n\n

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Data Checks<\/strong><\/h4>\n\n\n\n

Required fields and validation rules will prevent incomplete or inconsistent entries.<\/p>\n<\/div>\n\n\n\n

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Audit History<\/strong><\/h4>\n\n\n\n

You can view changes to values, the author of the edit, the time, and related documents.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n

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Permissions and Rules<\/p>\n<\/div>\n<\/div>\n\n\n\n

Determine who can view and make decisions<\/mark>, without having to manually monitor permissions<\/strong><\/h2>\n\n\n\n

Access can be controlled based on the user, group, role, company, cost center, or other organizational affiliation. The same rules apply to both available records and reports. <\/p>\n\n\n\n

Result for administrators: Sensitive <\/strong>business data is accessible only to those who need it for their work.<\/p>\n<\/div>\n<\/div>\n\n

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Take advantage of the structure<\/mark> you already have in place at your company<\/strong><\/h3>\n\n\n\n

Users and groups can be synchronized from Microsoft AD or Google. Single sign-on (SSO) simplifies account management and makes employees’ work easier. <\/p>\n\n\n\n

Roles |<\/mark> Groups |<\/mark> SSO |<\/mark> Access Audit<\/strong><\/p>\n<\/div>\n\n

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Suppliers and Documents<\/p>\n<\/div>\n<\/div>\n\n\n\n

Keep Your Business Documents Consistent and Easy to Find<\/mark><\/strong><\/h2>\n\n\n\n

The module integrates supplier records, document templates, and related attachments. This ensures that company outputs have a consistent format and are based on up-to-date data.Document templates can be customized to reflect the company\u2019s brand, legal information, and internal requirements. <\/p>\n\n\n\n

Benefits for purchasing: Fewer <\/strong>paper documents, fewer conflicting versions, and a clear link between the record and the supporting documents.<\/p>\n<\/div>\n\n\n\n

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Supplier Registry<\/strong><\/h4>\n\n\n\n

Manage contacts, categories, internal notes, and related documentation.<\/p>\n<\/div>\n\n\n\n

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Preferred Suppliers<\/strong><\/h4>\n\n\n\n

Select suppliers with framework terms or a special arrangement.<\/p>\n<\/div>\n\n\n\n

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General Relationships<\/strong><\/h4>\n\n\n\n

Keep track of the validity of agreements, limits, and information that can be used in decision-making.<\/p>\n<\/div>\n\n\n\n

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Request Templates<\/strong><\/h4>\n\n\n\n

Prepare standardized outputs that reflect your company’s brand identity and include the required information.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n

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Order Templates<\/strong><\/h4>\n\n\n\n

Define the appearance, content, numbering, and conditions of the resulting documents.<\/p>\n<\/div>\n\n\n\n

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Electronic Signatures<\/strong><\/h4>\n\n\n\n

Link documents to Signi or eSigno based on the required signature level.<\/p>\n<\/div>\n\n\n\n

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Attachments and Versions<\/strong><\/h4>\n\n\n\n

Keep quotes, specifications, confirmations, and other supporting documents in a single record.<\/p>\n<\/div>\n\n\n\n

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