Use case · Procurement

A small on-site purchase, with no supplier to onboard

The site pastes the item's link: the Task FM team quotes, buys, delivers and attaches every document to the order.

Involves
  • On-site requester
  • Facility manager
  • Task FM purchasing team
Illustrated at ONET

What changes, in practice.

Today, without Task FM

A site manager needs equipment or supplies and finds the item online. Buying it properly would mean onboarding a supplier, requesting quotes, tracking delivery, then chasing the invoice. More often than not, the purchase is made directly, outside any tracking.

With Task FM

  • No supplier register to build or maintain.
  • Every order tracked from request to invoice, with all its documents.
  • Spend excl. VAT, order count and average basket visible in real time.
  1. 1

    Request with the item's link

    The requester pastes the item URL and quantity, adds a comment (colour, size, exact reference) and picks the delivery address from your organisation's address book.

  2. 2

    A quote within the chosen lead time

    The Task FM purchasing team is alerted when the order is created. The quote arrives within 24 hours for Express, 5 days for Standard or 10 days for Economy, in working days, with a visible countdown.

  3. 3

    Task FM buys and delivers

    Once the quote is approved, Task FM places the order and arranges delivery. Parcel-style tracking shows the status and next step, with a timestamped history.

  4. 4

    Receipt confirmed, documents attached

    The requester confirms delivery. The PDF purchase order, quote, invoice and delivery note are attached to the order and filed in the document library.

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Damien Dehoul

Founder, Task FM

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