Zahara - Cloud-Based Purchase Management Software for Organizations
Zahara is a cloud-based purchase management system designed to control and manage spending across organizations, particularly focusing on indirect or non-stock purchases. It enables users to raise purchase requisitions, manage purchase orders, electronically approve purchases and vendor invoices, record invoices, match them to orders, and export data seamlessly. It caters to multi-site organizations, hospitality chains, schools, and various service providers, offering regular updates with new features, affordable payment options, and APIs for integrations.
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Presentation Transcript
Cloud-based software to control and manage spend across an organisation, focusing on indirect or non- stock purchases.
What is Zahara A Purchase Management System Raise Purchase Requisitions & Purchase Orders Electronic approval solution purchases & vendor invoices Receipt deliveries Record invoices and match to orders Export invoices to accounts automatically Sage 50 (UK), Xero & QuickBooks Export invoice data files for other systems CSV, XML, Excel Reporting & Spend analysis
Who uses Zahara Multi-site organisations Hospitality chains restaurants, fast-food Schools & Academies Leisure industries Care providers Church groups Pharma s Zaharais for those organisations that don t make stuff or put inventory on shelves. Its for the rest of us who provide services, that want buying to be better Martin Peirce, CEO, Zahara
Updated every 3 4 weeks with new features Affordable monthly payments or discounted annual payment 3000 users around the world Growing rapidly 10% month on month growth API for external connectivity Zapier & Microsoft Flow support for event driven integrations SmartInvoice addon for scanning vendor invoices FileDirector addon for document management Background
Setup & Settings Business Units & Divisions Multi-currency Vendor & Products Management Departmental and Project Budgets General ledger & analysis codes Flexible settings per business unit Create custom fields for Purchases & Invoices Customisable templates for PO s & Emails User management, roles & permissions Purchase approval workflows Invoice approval workflows
Functionality Create purchases requests Multi-step approvals by email or portal Price-check buying - iBuy Send PO to vendor automatically Receipt orders & deliveries easily Record vendor invoices & match against orders Invoice Inbox invoice attachments sent into Zahara Rules based invoice approvals Ad-hoc invoice approvals Invoice exporting to accounts / erp
Approval workflows Create multiple workflows Create multiple workflow steps Price Condition add in more people for more expensive approvals Vendor Condition Select approvers based on the vendor or type of vendor Budget Condition Send for approval if budget breached Originator Condition react to who is raising the order Custom Field Conditions Create buying categories like Opex, Capex & Real Estate Invoice Difference choose the threshold for an invoice / order difference approval Delegation for absence and fraud prevention
Budgets Create Budgets for Departments or Projects Apply budgets to GL Codes or Cost Codes Create weekly, monthly, quarterly, yearly or indefinite budgets Enable spend prevention when budget breached Trigger approvals when budget breached Show budgets to buyers and approvers Report on budget spend
Invoices Record supplier invoices with PDF s Record invoices directly from SmartInvoice (Windows Desktop OCR software) Match against orders see the balance Record one invoice against multiple orders Record one order against multiple- invoices Manually send invoices for approval Automatically trigger invoice approval on order / invoice difference Export invoices directly to Sage 50 Xero & QuickBooks Online Export invoices to XML / XLS / CSV
Reporting Generate lists of orders, invoices and approvals See what s on order and still pending delivery See who s doing what Accrue for costs Create custom reports Download transactions using on- premise tools
Analysis Visual graphs of spend analysis
Employee expenses API 2.0 full Soap / Restful Api Coming soon Point & Click OCR of invoice values in PDF Group approvals Mobile app
Setup & Training Self install Assisted Turn-key use help & video tutorials 4 hours of remote guidance 500 Everything done for you 1000+ based on scope
Pricing 3 packages based on users & volume payable monthly or annually (2 month discount for annual payment) Unlimited license for 50+ users payable annually www.zaharasoftware.com/pricing
About Zahara Designed and developed in UK by Click2Scan Ltd Privately funded Growing rapidly
