United StatesGet More Control Over Purchasing and Procurement
Purchase
Replace emails, spreadsheets, and disconnected files with one streamlined purchasing process.
Simplify and gain full visibility into your purchasing operations. Manage purchase requests, purchase orders, receipts, and vendor invoices in a single connected workflow. Reduce manual errors, improve traceability, and make better purchasing decisions with a complete view of supplier performance and business costs.
Guided Setup
Get your Purchasing module up and running quickly with a guided setup experience. Configure your environment without unnecessary complexity and build a purchasing workflow that fits the way your business operates.
Choose the processes you want to manage, define document preferences, and tailor order management to your needs. Every step is designed to make setup simple, while helping you create a more organized and accurate purchasing process.
Once configuration is complete, you can start managing purchases with an integrated, easy-to-use solution. The guided approach helps you achieve a more efficient process with greater oversight from day one.
Purchase planning
Turn inventory requirements into purchase orders ready for execution. With So Smart planning tools, you can anticipate demand, maintain the right stock levels, and reduce manual work throughout the purchasing process.
The Planning Worksheet reviews inventory availability, demand, and replenishment settings to recommend the next actions. Once proposals are approved, Business Central automatically creates purchase orders, helping your purchasing team work faster while keeping data accurate and consistent.
Purchase Order Management
With the Warehouse & Logistics module in So Smart, you can manage incoming inventory with greater organization and visibility. Get a clear view of expected deliveries, plan warehouse activities more effectively, and reduce manual work across the receiving process.
From the Purchasing Overview, you can quickly identify orders ready for receipt and generate the corresponding warehouse receipt. Business Central automatically prepares the required information, helping warehouse teams work more efficiently while improving data accuracy.
During receiving, quantities can be recorded manually or through barcode scanning. Once the receipt is posted, inventory levels are updated automatically and items become immediately available for business operations. The result is a fast, traceable, and integrated workflow that improves warehouse reliability and day-to-day efficiency.
Manage Invoicing and Payables Process
Manage the entire procure-to-pay process in one connected system. With So Smart, purchasing, finance, and warehouse operations stay aligned, giving you better oversight and traceability across every transaction.
Purchase invoices can be matched directly to received goods using the Get Receipt Lines function. This simplifies invoice verification, reduces manual checks, and helps ensure accounting records remain accurate and up to date.
When it's time to pay suppliers, the Vendor Payment Journal automatically suggests outstanding invoices and helps you prepare payment batches quickly. Once payments are posted, accounting entries and open balances are updated automatically, creating a fast, reliable, and fully integrated payment process.
Analysis and reporting
With Power BI embedded in Business Central, you can track purchasing performance without switching between systems. Up-to-date dashboards give you immediate visibility into spending, purchase volumes, and performance, turning day-to-day purchasing data into practical decision-making insights.
The Smart BI report suite lets you analyze purchasing spend by supplier, item, category, location, and reporting period. Interactive filters help you quickly identify trends, unusual activity, and opportunities to improve, giving you a clear and current view of your purchasing operations.
From performance analysis and actual-versus-budget comparisons to purchasing forecasts, you have the information needed to make faster, more accurate decisions. The result is a more efficient, transparent, and data-driven purchasing process, directly within Business Central.
AI Purchasing Assistant
With the Purchasing Assistant, you have an intelligent assistant available whenever you need help managing purchasing activities. Ask questions in natural language, quickly access the information you need, and retrieve business data without navigating complex processes.
Fully integrated with Business Central, the assistant helps you review suppliers, purchase orders, receipts, and invoices from a single workspace. It simplifies information retrieval, speeds up day-to-day tasks, and can help highlight items that may require attention or follow-up.
Thanks to its integration with Business Central and Microsoft 365, you can easily share information and updates with your team. The result is a purchasing process that is more efficient, collaborative, and informed, allowing your team to spend less time on administrative work and more time making better business decisions.
What is So Smart: a complete, flexible, and easy to implement software solution to manage your entire company. From accounting to distribution, manage everything in one package.