TreeINFO Orders
Speed up and streamline the purchase order approval process. TreeINFO for Microsoft 365 unifies record keeping, workflow management, and integration with related processes. From requisition to invoice, with full control and transparent history.
Order management is often one of the most burdensome processes in companies, frequently handled through emails, shared spreadsheets, or inconsistent forms. This leads to duplications, errors, delayed approvals, and limited control over company spending. A single source of truth is missing, as well as quick visibility into what was ordered, when, and the current status of each request.
TreeINFO Orders for Microsoft 365 delivers a standardized, transparent, and fully digital workflow that accelerates the entire order lifecycle, from request creation through approval and integration with related processes such as Requisitions, Contracts, Invoices, and other agendas. Users work within the familiar M365 environment, where all information is clearly accessible based on their roles and responsibilities.
The solution unifies records, approval workflows, budget controls, change history, and reporting into a single central system. As a result, organizations gain clear visibility into purchasing activities, reduce errors, shorten approval cycles, and ensure better cost control across the company.
TreeINFO Orders for Microsoft 365 delivers a standardized, transparent, and fully digital workflow that accelerates the entire order lifecycle, from request creation through approval and integration with related processes such as Requisitions, Contracts, Invoices, and other agendas. Users work within the familiar M365 environment, where all information is clearly accessible based on their roles and responsibilities.
The solution unifies records, approval workflows, budget controls, change history, and reporting into a single central system. As a result, organizations gain clear visibility into purchasing activities, reduce errors, shorten approval cycles, and ensure better cost control across the company.
How the process works
The process starts with the creation of a new order, typically based on an internal need or a related requisition. The user completes a standardized form, selects the supplier, defines the subject of the order, and enters the financial parameters. The system automatically populates required information from predefined catalogs and ensures that the document contains all mandatory details.
Once saved, the order enters an approval workflow governed by the order type, its value, and the authorization levels of responsible individuals. TreeINFO ensures that each step is handled by the appropriate person with the required permissions. Users are notified of new tasks and can approve orders directly within the Microsoft 365 environment. If needed, they can add comments, return the document for completion, or delegate it to another approver.
After the order passes all mandatory approval steps, it is automatically classified as a valid document. It can be exported, sent to the supplier, forwarded to an ERP system for further processing, or linked to other agendas, such as Invoices, where fulfillment can later be tracked and actual invoicing compared with the originally approved request.
The entire process is transparent from start to finish. Users have clear visibility into the order status, change history, and responsible parties. This significantly reduces follow-up inquiries and manual tracking, while providing the organization with a comprehensive and controlled purchasing process that minimizes risk, accelerates information flow, and increases budget accountability across teams.
Once saved, the order enters an approval workflow governed by the order type, its value, and the authorization levels of responsible individuals. TreeINFO ensures that each step is handled by the appropriate person with the required permissions. Users are notified of new tasks and can approve orders directly within the Microsoft 365 environment. If needed, they can add comments, return the document for completion, or delegate it to another approver.
After the order passes all mandatory approval steps, it is automatically classified as a valid document. It can be exported, sent to the supplier, forwarded to an ERP system for further processing, or linked to other agendas, such as Invoices, where fulfillment can later be tracked and actual invoicing compared with the originally approved request.
The entire process is transparent from start to finish. Users have clear visibility into the order status, change history, and responsible parties. This significantly reduces follow-up inquiries and manual tracking, while providing the organization with a comprehensive and controlled purchasing process that minimizes risk, accelerates information flow, and increases budget accountability across teams.
Key functionalities
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