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MarketingPilot Agency Management System - Purchasing

MarketingPilot provides a robust set of tools to make purchasing and procurement faster and more efficient. MarketingPilot:

  • Provides a central dashboard for all purchasing activities.
  • Provides a consistent and flexible approach.
  • Makes it easy to create purchase orders and send them to vendors.
  • POs can have an unlimited number of line items.
  • Minimizes data entry by carrying information forward from requests for quotes, and into invoices.
  • Links requests for quotes, invoices and payments to purchase orders streamlining procurement and facilitating invoice reconciliation and payment.
  • Tracks PO variance.
  • Associates purchase orders with projects, vendors and clients.
  • Enables users to attach all related documentation including emails, faxes, mockups, PDF's, etc.
  • Enables users to easily share cost information.
  • Provides additional transparency and improved auditability of the procurement process.
  • Supports accruals.
  • Routes POs for approval.
  • Enables users to allocate/split costs across products, locations, channels, etc.
  • Supports multiple currencies and languages (Enterprise Edition).
 

Manage Request for Quotes (RFQs and RFPs) Like Never Before
Purchasing starts with soliciting price quotes from vendors. MarketingPilot provides a set of tools to help users institute a best practices approach to managing RFPs and RFQs.

  • Central dashboard for all RFQ and RFP activities.
  • Create a single request for quote and use it again and again with different vendors and different projects.
  • RFQs can have an unlimited number of line items.
  • Requests for quote are linked to POs and invoices to streamline and facilitating invoice reconciliation and payment.
  • Provides additional transparency and improved auditability of the procurement process.
  • RFQs are linked to products, product lines, brands, campaigns, jobs, tasks, channels, markets, locations, divisions, regions, companies and components.
  • Attach all related documentation including emails, faxes, mockups, PDF's, etc.
  • Route RFQs for approval.
  • Minimize data entry by carrying information forward from requests for quotes, and into expense management.
Ad Agency Management Software Features

- Accounting
- Accounts Payable
- Ad Bookings
- Alerts
- Analytics/Performance
- Approvals/Online Markup
- AR/Invoicing
- Ad Sales & Inventory Management
- Banking
- Budgets

- Business Development/CRM
- Campaign Management
- Collateral Management
- Contract Management
- Conversion from other systems
- Digital Asset Management
- Direct Marketing
- Direct Response
- Editions
- Email

- Estimates
- Event Management
- General Ledger
- Inventory Management
- Jobs/Production
- Job Profitability
- Lead Management
- Marketing Calendars
- Media Buying & Planning
- Multiple Currencies

- Payroll
- Purchasing
- Print Production
- Reports
- Requests
- Scheduling
- Time Slips
- Vendor Management
- Web Portal

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