“60% of our orders need a 24-hour turnaround. Previously, we could just about manage 72 hours and would lose out on sales. With Wiise, we can meet that 24-hour turnaround.”
David Temby, Operations Manager at Terra Mater Floors
Start automating today
Request approval for a purchase order
Secure your spending with Wiise and purchase approvals. Using PowerApps, when a purchase order is created in Wiise, send an approval request to all related recipients. The first recipient to respond will determine the outcome of the approval request.
Send email reminders for all open invoices
Tailor a bulk email reminder for any open invoices. In Wiise, select any open invoices you'd like to send reminders out for. With one click, bulk email all relevant customers attached to those invoices.
Block non-paying customers
Stop sales to non-paying customers. In Wiise, select any customers you'd like to block. Select the category of transactions to block, with the option to provide a reason for blocking. An email will be sent out to any recipients specified.
Sync data to spreadsheets
Generate data in SharePoint with integrations between Wiise and all your files. Your data will automatically sync through. If you create a new item, this will update across item lists you have in spreadsheets, or any other files in Sharepoint.
Schedule a customer visit
Remove admin from client-facing tasks through automating. In Wiise, when you schedule a visit at a customer site, automatically send a meeting invite to that customer and all relevant recipients. Following this, have the meeting and customer details communicated to your team on Microsoft Teams.
Request approval for a new vendor
Ensure accurate data only makes it into your business by automating approvals for all new vendors. In Wiise, create a new vendor, then automatically have an approval sent in Outlook, with a notification in Teams when the approval is met.
Purchasing
Request approval for a purchase order
Secure your spending with Wiise and purchase approvals. Using PowerApps, when a purchase order is created in Wiise, send an approval request to all related recipients. The first recipient to respond will determine the outcome of the approval request.
Invoicing
Send email reminders for all open invoices
Tailor a bulk email reminder for any open invoices. In Wiise, select any open invoices you'd like to send reminders out for. With one click, bulk email all relevant customers attached to those invoices.
Customers
Block non-paying customers
Stop sales to non-paying customers. In Wiise, select any customers you'd like to block. Select the category of transactions to block, with the option to provide a reason for blocking. An email will be sent out to any recipients specified.
Data syncing
Sync data to spreadsheets
Generate data in SharePoint with integrations between Wiise and all your files. Your data will automatically sync through. If you create a new item, this will update across item lists you have in spreadsheets, or any other files in Sharepoint.
Site visits
Schedule a customer visit
Remove admin from client-facing tasks through automating. In Wiise, when you schedule a visit at a customer site, automatically send a meeting invite to that customer and all relevant recipients. Following this, have the meeting and customer details communicated to your team on Microsoft Teams.
Vendors
Request approval for a new vendor
Ensure accurate data only makes it into your business by automating approvals for all new vendors. In Wiise, create a new vendor, then automatically have an approval sent in Outlook, with a notification in Teams when the approval is met.