PO Tracking &
Workflow.

Purchase Orders, Managed Through Chat

Procurement is a critical but often chaotic part of SMB operations. Verbal approvals, lost PO emails, and unclear delivery timelines create costly confusion. SumCrum's PO Tracking & Workflow module brings order to your procurement — entirely through Telegram or WhatsApp.

Create purchase orders, route them through approval chains, track vendor deliveries, and match POs to invoices — all with simple chat commands.

Key Features

Chat-Based PO Creation: Tell SumCrum the vendor and items — get a formatted purchase order with auto-calculated taxes. Link POs to quotations for complete order traceability.

Multi-Level Approval Workflows: Configure approval chains based on PO value. ₹50K needs one approval, ₹5L needs two. Approvers get a chat notification and approve with a single tap.

Vendor Management: Maintain a vendor database with contact info, payment terms, past PO history, and delivery reliability scores.

Delivery Tracking: Log expected delivery dates and get automated alerts when shipments are overdue. Track partial deliveries and remaining quantities.

Three-Way Matching: Match POs against goods received notes and vendor invoices. Flag discrepancies before payment — protecting you from billing errors.

Budget Controls: Set department or project budgets. SumCrum warns when a PO would exceed the allocated budget before it's submitted for approval.

Connected to Your Sales Workflow

PO Tracking doesn't exist in isolation. When a client order comes through your sales funnel, SumCrum can automatically suggest the purchase orders needed to fulfill it. Your sales team closes the deal; procurement kicks off instantly.

With Tally Integration (also coming soon), approved POs and matched invoices flow directly into your accounting system — closing the loop from procurement to payment without manual data entry.

Why SMBs Need This

Most small businesses manage purchase orders through WhatsApp messages, phone calls, and Excel sheets. This leads to duplicate orders, missed deliveries, and unauthorized spending. SumCrum brings procurement discipline without the overhead of complex procurement software — because it works in the same chat app your team already uses.

PO Tracking & Workflow is currently in development. Join our waitlist to be notified when it launches.