Intake management
Zip’s intake management solution drives earlier visibility and better spend compliance.
Boost adoption with intake
Drive process adoption with an intuitive experience and single point of entry for all procurement requests.
Influence spending decisions
With all your company’s procurement requests going through Zip, you’ll have the early visibility you need to shape purchasing decisions before they happen.
Orchestrate any request
Zip’s intake management experience is flexible enough to orchestrate anything from simple purchases to vendor offboarding, NDAs, and beyond.
Dynamic intake workflows
Cut cycle times by leveraging adaptive workflows that route requests through the right process and approvals based on information provided by requesters.
AI intake automation
Help employees submit accurate, complete requests by using Zip AI to extract order form data and pre-fill request details.
Preferred vendor routing
Save time for requesters and cut down on duplicative spending by automatically suggesting existing and preferred vendors for every purchase.
Intelligent document management
Ensure approvers have everything they need to move forward by adding documentation requirements to your workflows.
Prebuilt intake templates
Quickly set up intake workflows for a variety of requests using templates from Zip’s extensive Orchestration Library.
Frequently asked questions
What is intake management in procurement?
Intake management involves streamlining and organizing procurement requests, ensuring accurate data is collected up front, and routing approvals efficiently.
How does intake management improve the procurement intake process?
Good intake management makes it much easier for employees to submit requests. When requests are submitted correctly, it helps to eliminate downstream bottlenecks and enables procurement teams to standardize workflows so approvals can happen faster.
Why is early spend visibility important in the procurement intake process?
Early spend visibility helps organizations track budgets, identify cost-saving opportunities, and prevent overspending before it occurs.
How does AI improve intake management workflows?
Zip AI guides requesters through the submission process, helping them provide the details procurement teams need to work on the request.
Can intake management software handle complex requests?
Yes, intake management software supports complex workflows by integrating cross-functional approvals and managing diverse procurement needs seamlessly.