Procurement, done properly
From RFQ to invoice in one controlled flow
HelixERP maps the full purchase cycle the way real businesses run it — with approval hierarchies, budget checks and a complete audit trail at every step, from the first quotation request to the three-way match before payment.
Request for Quotation
Raise RFQs to multiple suppliers from a material request or reorder trigger.
Sourcing Agent
Supplier Quotation
Compare quotes side by side on price, lead time and past performance.
Sourcing Agent
Purchase Order
Convert the winning quote to a PO, routed through multi-level approval.
Purchase Receipt
Receive against the PO with quality checks, batch and serial capture.
Purchase Invoice
Three-way match receipt, PO and invoice before payment is released.
Three-Way Match Agent
Controls
The guardrails around every step
These apply identically whether a buyer or an agent triggered the document — which is what makes handing steps to an agent a configuration change rather than a leap of faith.
Approval hierarchy
Multi-level workflows by amount, department or category — no PO moves without the right sign-off.
Budget control
Purchases check against cost-centre budgets in real time, with block or warn rules you define.
Vendor portal
Suppliers submit quotes, confirm POs and track payments themselves — less email, fewer errors.
Role-based permissions
Field-level access by role: buyers buy, approvers approve, auditors see everything, edit nothing.
Complete audit trail
Every change to every document is logged with user, time and before/after values — agents included.
Multi-level workflow
Configure states, transitions and escalations per document type without writing code.
See the agents running your workflows
A personalized walkthrough built around your industry, your locations and the problems you want solved — not a generic slideshow.
- Grounded in your business goals and current workflows
- Adapted to your industry and stage of growth
- Shows the modules and agents working together, end to end
No spam. One follow-up within a business day.
