INVITED-TRIAL GUIDE · UPDATED 18 October 2026
Start an invited Purchasing trial
Agree one site, supplier catalogue, approval policy and practice before live purchasing.
This guide describes the trial scope. Access and the workflow supported for your site are agreed before the trial starts.
Agree the scope
Tell us how requests arrive and who approves and sends orders. We agree one site, the first supplier catalogue, support and any charges before access.
Prepare and review
An author prepares suppliers, items, exact conversions and rules. A different reviewer checks and activates the release. The owner assigns the right people through SmartFACT Accounts.
Practise before live work
Use a separate sample site with invented records. It cannot contact suppliers or print on a real printer. Qualify the mailbox and printing separately before live use.
Practise with the real screens
Practise purchase requests, approval, sending and deliveries in the actual application, with isolated invented records.
Read the guides on any device. Interactive demonstrations run on a desktop or laptop, with the appropriate desktop or handheld view.