SMATO BOOKS & PROCUREMENT

Books & Procurement

Stabilize sales, purchase, and procurement documents before the next peak season

Commercial chaos shows up as missing POs, unclear proformas, and supplier deliveries nobody can prove. Smartify Solutions implements SMATO Books so sales, purchase, procurement, and supplier delivery documents run as one commercial chain — with teams trained on the documents they touch every day.

Trusted by finance and purchase teams escaping email document chains

Manufacturing
Trading
Distribution
Services

Billing tools do not fix broken document handoffs

If sales orders, invoices, and credit notes follow different numbering folklore, finance spends the month reconciling.

Procurement stuck in email cannot feed inventory or supplier performance conversations. Smartify implements Books as document operations.

01

Broken Sales Chain

Orders, invoices, and credit notes diverge across tools and inboxes.

02

Email Procurement

RFQs and POs lack owners — follow-up is tribal.

03

Unproven Deliveries

Supplier receipts cannot be evidenced when AP and warehouse disagree.

04

Peak-Season Chaos

Document exceptions explode exactly when volume spikes.

What we implement

For Books & Procurement, Smartify covers these solution areas — configured and trained for your teams.

Sales & Billing

Stabilize sale orders, invoices, proformas, recurring invoices, and credit notes with trained exception handling.

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Purchase Management

Stand up POs, requisitions, and bills in a controlled purchase chain.

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Procurement & Sourcing

Configure RFQs and purchase quotations so sourcing follow-up has owners.

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Supplier Management

Embed supplier delivery confirmation practices that protect warehouse and AP conversations.

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Business Insights

Give ops a books dashboard cadence for open commercial work.

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How Smartify implements

Our proven implementation approach.

01

Discover

Map document types, approvals, and peak-season pain.

02

Configure

Set sales, purchase, procurement, and supplier delivery processes in SMATO Books.

03

Pilot

Run one sales desk and one purchase desk with live documents.

04

Align

Clarify Inventory/Accounts boundaries and train remaining users.

05

Go Live

Scale before peak season with hypercare on exceptions.

Outcomes

Real results that matter.

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📋

Fewer lost documents

Sales and purchase chains stay complete.

🔁

Owned procurement

RFQs/POs have clear follow-up.

📅

Delivery evidence

Warehouse and AP argue less from memory.

Weekly ops rhythm

Open commercial work is visible.

Industries we serve

Built for organizations that need implementation — not software alone.

Manufacturing
Trading
Distribution
Services
Why Smartify + SMATO

Product + Implementation. Platform + Process.

Smartify Solutions — Implementation Partner
  • Document-chain workshops
  • Sales/purchase/procurement configuration
  • Desk pilots
  • Exception training
  • Peak-season go-live support
SMATO Platform — Product Platform
  • SMATO Books on SMATO Apps
  • Sales, purchase, procurement, supplier deliveries
  • Payments settle in Accounts where entitled
  • Full product detail on smatoapps.com
  • GST/e-invoice workshops when in scope

Frequently Asked Questions

Do you configure sales and purchase together?

Usually yes — phased by desk — so the chain stays consistent.

Are payments part of Books?

Payments settle in Accounts where entitled; we clarify that up front.

Can GST/e-invoice be included?

Yes when product scope and compliance needs require it.

Where is full Books detail?

https://smatoapps.com/products/books/

What about supplier deliveries?

We include delivery confirmation practices for warehouse/AP alignment.

How is Smartify different from SMATO Apps?

SMATO is the product; Smartify implements the document operating model.