One front door
A single guided intake experience, no matter how many downstream systems exist.
Intake Management
Every request starts on the right path.
Guided intake captures what a requester actually needs and routes it automatically - to a catalog, an existing contract, or a new sourcing event - before it turns into a rogue purchase.
Outcomes
Stop rogue spend before it happens.
Less maverick spend
Requests routed to preferred suppliers and contracts at the point of request.
Faster fulfillment
Simple requests resolve in minutes via catalog; complex ones route to sourcing automatically.
Happier requesters
A consumer-grade request experience instead of a confusing ticket form.
How it works
Guided intake, automatic routing.
1. Guided questionnaire
Adaptive questions based on category, spend level and business unit.
2. Automatic routing
Requests match to catalog items, existing contracts, or a new sourcing event.
3. Transparent tracking
Requesters see real-time status without chasing procurement for updates.
FAQ
Intake management questions we hear often.
What is procurement intake management?
Intake management is the guided front door for procurement requests - capturing what a requester needs and automatically routing it to the correct catalog, contract or sourcing path, instead of a generic ticket queue.
How does intake reduce maverick spend?
By routing requests to preferred suppliers, existing contracts or catalogs at the point of request - before a requester goes around procurement to buy directly.
Can intake forms be customized by category?
Yes - intake questionnaires adapt based on category, spend threshold and business unit, so a stationery request and a capital equipment request follow appropriately different paths.
Give every request the right starting point.
Book a demo and see guided intake in action for your categories.