Purchase Cases
Purchase Cases is the CRMconnect module that tracks a purchase end to end in a single case, by stage: need, margin calculation and approval, request for quotation (RFQ), quote comparison, purchase order, transport, receipt, documents and payments.
Want to see the module in action?
Start with a trial, no card required, on your own data, and see within a few days how the digitised process looks.
Purchase Cases in your team's daily work
A purchase in one case, by stage: from need and margin to quote, order, transport, receipt, documents and payments.
What you track in a case
- Stages: need, margin calculation, margin approval, RFQ, quote comparison, purchase order (PO), transport, receipt, documents, payments, completed.
- The channel, the customer or project and the responsible buyer.
- The date by which goods are needed, the margin percentage and the margin approval status.
- The sales value excluding VAT and the case progress.
- Filters by stage, channel and buyer, plus cases that need attention or carry risk.
How it works
A case can start from purchase planning or from a customer's or project's need. The margin is calculated and approved before ordering, then the case moves through quoting, ordering, transport and receipt to documents and payments. The case list supports bulk actions and export.
What you get beyond an isolated module
The module is not a separate app connected through files. It runs on the same platform, with the same master data, the same access rights and the same audit trail as every other CRMconnect module.
Native module, not a connector
Every module, solution and feature in CRMconnect is native. No third-party licences and no integrator needed to move data between systems.
One master data set
Partners, products, prices and the org structure are shared across modules. A change made in one department is instantly visible in the others.
Coexists with your ERP
CRMconnect does not replace the ERP: it sits on top as an operations layer and syncs documents both ways. The accounting ledger stays where it is today.
Fiscal documents and e-invoicing
Invoicing, e-Factura and e-Transport are native, and bank reconciliation maps entries to the chart of accounts before the export to your ERP.
Roles, rights and audit
Every action has an author and a timestamp. Rights are granted per role and per department, and the audit log can be filtered and exported for internal controls.
Mobile and Arvis AI
The same data is available in the field on mobile, and Arvis AI answers questions and builds dashboards straight from a prompt.
How the module reaches production, step by step
You don't start with a six-month project. You start with a trial account on your own data, then roll out department by department. Implementation is priced by team size, number of departments, imported data volume and workflow complexity.
- 1Trial account and structure setup: users, roles, access rights.
- 2Data import: partners, products, prices and history, from Excel or straight from the ERP.
- 3Workflow configuration: stages, approvals, notifications and owners per step.
- 4Connection to your existing ERP so documents flow both ways.
- 5Role-based training and a pilot with a small team, in parallel with the current process.
- 6Go-live for the whole department, with reports and alerts active from day one.
Frequently asked questions
Can I approve the margin before ordering?
Yes. The case has separate stages for margin calculation and approval, before the request for quotation and the order.
Can a case be linked to a customer or a project?
Yes. Each case has a channel, a customer or project and a responsible buyer.
Questions about the platform and implementation
- Do I have to drop my current ERP to use the module?
- No. CRMconnect runs as an operations layer on top of your ERP: it exchanges documents through integration while accounting stays in the ERP. It can also run standalone if you don't have an ERP yet.
- Are the modules native or integrated third-party apps?
- Every CRMconnect module and feature is native, built inside the same platform. No separate licences, no middlemen, no file-based syncing between vendors.
- How long until the module is live?
- The trial account starts immediately, and a department is usually live within a few weeks, depending on imported data volume and workflow complexity.
- How is the implementation cost calculated?
- By team size, number of activated departments, imported data volume and the complexity of the workflows and integrations required. The monthly subscription is separate from the one-off implementation fee.
- Where is the data hosted and who can access it?
- Each customer runs on single-tenant pods in AWS or Azure with auto-scaling. Access is controlled per role and department, and every action stays in the audit log.