A great procurement process can do wonders for your business. Products and services ready when you need them. Requests and approvals handled efficiently. Operations running smoothly, on time and under budget. It's simple when you have the right tools, but it can be a challenge when you don't.

Raley Purchase Orders is a tool designed to help you efficiently manage procurement at your organization through Jira or Jira Service Management. With Raley PO, you can automate your purchase order and approval process quickly, saving your company money and time, with the software you already know and love. 

Why Jira or JSM for Procurement?

Jira and Jira Service Management are great tools to not only support your ITSM processes but also to run procurement in your organization. In fact, Jira can be a great match for procurement. 

The Jira platform is trusted by more than 100,000 organizations worldwide, including giants like NASA and Tesla. While new software can be a gamble, Jira is familiar. You already know and trust it to support your IT processes. 

Choosing to automate your procurement process with Jira is also smart and cost effective. A recent study by the American Productivity & Quality Center (APQC) discovered that a manual purchase order process can cost as much as $506.52 per purchase order , due to delays, errors and other inefficiencies. 

Yet best of all, it's simple to take your operations to the next level and start managing your procurement process in Jira. All it takes is Raley PO app. 


Why Raley PO for managing your orders? 


Raley Purchase Orders is a simple yet powerful purchasing app that lives on top of your Jira setup. It allows you to save money and time by automating your procurement process using your existing Jira software. Here's how it works: 

    • Your Jira or JSM users can create a purchase order request as a Jira ticket from the convenience of the JSM portal. 
    • The purchase order ticket is submitted for approval to your organization's designated purchase order approver(s). 
    • The approvers are notified by email when their say is needed, improving oversight of purchases and speeding up the approval process.   
    • Approvers are able to approve or reject each individual purchase order right from their email. 
    • Approved requests generate a PDF file of the purchase order, attaches it to your Jira ticket and can send a copy to your designated vendor.
    • Raley PO purchase orders follow your Jira project workflow, making them fully customizable to your organization's needs. 
    • Your organization's finance department and approval managers can easily view the current status of your organization's procurement budgets from the convenience of Jira. 
    • Powerful reporting tools let you monitor the status of your purchase orders across departments, budgets and suppliers. 


Automating your procurement process with Raley PO and Jira/JSM has many benefits. Here are just a few: 

1. An Easy Learning Curve

Raley PO is designed to be easy to use. Unlike other options that require everyone to learn a new piece of software or understand a complicated process, Raley PO is simple and familiar. Requesters simply submit their purchasing requests using the Jira/JSM interface they already know how to use. 

2. A Customizable Procurement Workflow 

With a super flexible procurement workflow, Raley PO is built to do what you need it to do. Nearly any kind of procurement process is possible. You can use Raley PO to purchase your organization's products, services, inventory, supplies, raw materials and more, and can customize it to suit. 

3. A Highly Flexible Approval System

Approvals with Raley PO are also extremely flexible, letting you use the process that's best for your organization and adapt the app to suit you. You can customize your approval process in terms of budgets and departments, your unique corporate approval matrix and incorporate approvals for new products or services. 

4. A Way to Integrate Your Other Tools 

Raley PO is designed to help you automate as much of your procurement process as possible to maximize efficiency. It comes with an API to integrate with your other tools and your systems can dynamically update products and services in our registry. This way you can track the entire life cycle of inventory, requests, orders and more. 

5. An Ability to Stay Up to Date

With an ability to access live reports, your leaders don't have to wonder about the organization's finances. Raley PO's accurate and up-to-date spending reports help make sure you're always in control of your budgets. It's a great way to ensure your organization always knows where it stands. 

How Does Raley PO Fit Into Your Team?


Raley PO comes with everything you need to meet the needs of your team. The app is designed to accommodate the different roles in the procurement process. 

Employee Roles

Your organization's employees will use Raley PO as Jira users or JSM customers as team members submitting purchase order requests and your in-house procurement team validating and approving the requests. 

Vendor Roles

Your vendors can receive approved purchase orders from your organization through the Raley PO app automatically. The app will generate a PDF of each approved purchase order and email it to the appropriate vendor. 

Management Roles

Your organization's leadership will have access through Raley PO to oversee finance, purchasing and carry out their other supervisory duties. Inventories and budgets are always updated dynamically in the app. 

Admin Roles

Your organization's administrative team will be able to setup, deploy and maintain Raley PO for the rest of your team. This role can perform configuration of the app, managing the company structure, users and permissions within the app. 

How to Get Started? 

Getting started with Raley PO to manage your procurement process is easy. Here's what you need: 

  1. First, you'll need Jira. Options include either Jira Work Management (formerly known as Jira core) or Jira Service Management (Jira Service Desk) - Cloud. Jira Software is also supported out of the box.
  2. Next, you'll need the Raley PO app, which is available in the Atlassian Marketplace
  3. Finally, you'll need a Jira project that represents your organization's procurement workflow. You can use our free purchasing workflow template to get a quick start!


For more information on setup and customization, see our complete documentation for Raley PO on RaleyApps.com .


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