Software de gestión de compras para hoteles sobre Microsoft Dynamics 365 Business Central

How to digitize the purchasing process of a hotel or hotel chain: the definitive guide to improve control, reduce costs and gain efficiency

Purchasing management is one of the most important processes in any hotel, and at the same time, one of the most complex. You don't need to manage a large hotel chain to encounter this reality. A single hotel with several restaurants, bars, room service, a storeroom, a spa, maintenance, and various warehouses can already manage dozens of purchase requests, orders, merchandise receipts, returns, warehouse transfers, and inventory management on a daily basis.

When we talk about a resort, a hotel complex, or a chain with multiple properties, that complexity increases even further. Each department has different needs, each property may work with different suppliers, and management needs to maintain control over costs, budgets, inventory, suppliers, and purchasing processes. However, in many organizations, this process continues to rely on emails, phone calls, spreadsheets, or even WhatsApp messages.

The result is often repeated time and again: lost requests, purchases made from outside approved suppliers, urgent orders that are difficult to manage, improperly recorded receipts, unreliable inventories... and an excessive amount of time spent on administrative tasks that add very little value. The consequence is not only a loss of efficiency, but also a loss of control over one of the processes with the greatest economic impact on any hotel establishment.

The real buying process begins long before the order is placed.

There's a widespread misconception that needs to be debunked from the outset: purchasing isn't about placing an order; it begins when a need arises. This could be a head chef needing to replenish raw materials, housekeeping requesting new amenities, the maintenance department needing a part to repair a breakdown, the spa requiring new supplies, or a restaurant organizing a special event that necessitates an additional purchase. All of this can easily happen within the same hotel in a single morning.

When each of these needs arrives through a different channel, using different procedures and without clear traceability, the problem already exists even before the order is placed with the supplier. That's why the most efficient organizations don't just digitize orders; they digitize the entire purchasing process. And that's where e-procurement software truly adds value.

Purchase request from a hotel kitchen

The main problems of purchasing management in hotels

As a hotel grows, so does the complexity of its purchasing process. Whether it's a single property or a hotel chain, the challenges are generally the same.

  • Requests made through different channels without a common procedure.
  • Purchases from outside approved suppliers.
  • Lack of traceability regarding who requests, approves, or receives each purchase.
  • Urgent purchases that are difficult to control.
  • Partial receipts not properly recorded.
  • Differences between what was ordered and what was received.
  • Paper delivery notes that are difficult to locate.
  • Outdated inventories.
  • Excess or shortage of stock.
  • Lack of reliable information for decision making.

Most of these problems do not originate in the Purchasing department, but rather occur because the process is not standardized from the moment the need arises.

What should a hotel purchasing management software offer?

Modern purchasing management software must cover the entire operational cycle, from the initial request to automatic inventory updates. Its goal is not simply to streamline administrative tasks; it must provide the purchasing department with a comprehensive view of all the organization's needs. And this is where many solutions fall short.

When purchase requests from different departments, warehouses, hotels, or even companies within the same corporate group are centralized on a single screen, the Purchasing department moves beyond simply processing orders and begins to make strategic decisions. It can consolidate purchasing needs from different locations, launch bidding processes among multiple suppliers, or group orders to increase purchase volume. And it can negotiate better pricing thanks to a comprehensive view of the organization's entire demand.

Digitizing purchases not only allows you to buy faster, it allows you to buy better. And, above all, to negotiate better.

A modern e-procurement solution should allow you to manage:

  • Purchase requests.
  • Approval workflows.
  • Orders to suppliers or to a central purchasing office.
  • Comments associated with each order.
  • Templates for recurring purchases.
  • Management of tenders between suppliers.
  • Consolidation of requests from different departments, warehouses or companies.
  • Grouping orders to optimize purchase volume.
  • Direct purchases for urgent needs.
  • Full and partial receptions.
  • Manage returns, indicating the reason.
  • Transfers between warehouses.
  • General or partial inventories.
  • Stock adjustments.

When this entire process is managed from a single system, parallel processes disappear, errors are reduced, and control over purchases increases significantly.

The complete cycle of a hotel purchase

A purchase doesn't begin when an order is sent to the supplier. Nor does it end when the truck unloads the merchandise. In reality, a purchase is part of a much broader process, involving various departments, managers, and suppliers.

Complete flow of the purchasing process in a hotel using Microsoft Dynamics 365 Business Central

It all begins when a user identifies a need and generates a purchase request. From that moment, the request can follow the approval workflow defined by the organization, ensuring that each purchase is authorized by the appropriate person before becoming an order.

Once approved, the Purchasing department has a comprehensive view of all pending requests. Instead of automatically generating a purchase order for each request, it can consolidate needs from different departments, warehouses, hotels, or even different companies within the group.

This comprehensive view allows for much more strategic decision-making. For example, consolidating multiple requests into a single order to increase purchase volume and negotiate better terms with the supplier, or initiating a bidding process to compare offers before making a purchase. In this way, the Purchasing department moves beyond simply processing orders and becomes an area capable of generating real savings for the organization.

Once the order has been issued, the process continues with the receipt of the merchandise, the recording of any incidents, returns if necessary, the automatic updating of the inventory and the subsequent analysis of all the information.

When all this flow is managed from a single system, the organization gains in efficiency, control and decision-making capacity.

Receiving goods is just as important as placing the order.

Many organizations believe the purchasing process ends when the supplier delivers the goods. However, the reality is quite different. It is precisely during receiving that many of the issues that subsequently affect inventory and hotel management arise: the delivery may be partial, there may be discrepancies between the quantities ordered and those actually received, it may be necessary to change the unit of measure for an item, a damaged product may be discovered that must be returned, or it may simply be necessary to keep a photograph of the delivery note to maintain all the documentation associated with the purchase.

Receiving goods at a hotel using Microsoft Dynamics 365 Business Central

Accurately recording all this information is crucial. If the receiving process doesn't reflect reality, neither will the inventory. And when the inventory becomes unreliable, purchasing decisions are no longer based on trustworthy data. Therefore, goods receiving shouldn't be seen as an isolated process; it must be part of the same digital workflow that begins with the purchase request and ends with the stock update.

Much more than purchases: warehouses, inventories and internal movements

Purchasing management doesn't end when goods enter the warehouse. A hotel needs to continuously move products between different warehouses and points of consumption. It's common to transfer goods from the storeroom to the kitchen, from the central warehouse to a restaurant, or from one establishment to another when they belong to the same group. All of this must be recorded to maintain accurate control of the stock available at each location.

In addition to transfers, it is also essential to carry out general or partial inventories, correct differences through stock adjustments, and control all internal movements that occur daily.

When these operations are part of the same work environment, duplications disappear and the entire organization always works on a single, real-time updated data source.

All departments participate in the purchasing process

One of the main characteristics of the hotel sector is that the purchasing process does not depend exclusively on the Purchasing department. Virtually every department in the hotel generates purchasing needs and participates, in one way or another, in the process.

DepartmentExamples of purchases
KitchenFood, beverages and raw materials
Restaurants and BarsKitchenware, drinks and consumables
HousekeepingAmenities, cleaning products and linens
MaintenanceTools, spare parts and technical equipment
ReceptionOffice supplies and consumables
Spa & WellnessCosmetics and specific products
Company storeWarehouse replenishment and control
AddressApprovals, monitoring and control

 

The more departments involved, the greater the need to work following a consistent procedure. Digitizing the process allows all users to work under the same rules, regardless of their department, guaranteeing complete traceability of every request, approval, and order.

Mobility no longer means working solely from a tablet.

In recent years, mobility has been a major step forward for departments such as Purchasing, Kitchen, Storeroom, and Maintenance. Being able to manage purchase requests from a tablet or laptop has eliminated much of the paperwork and streamlined numerous processes.

However, the way work is done within a hotel has continued to evolve. Today, warehouse managers are constantly moving throughout the facilities, head chefs rarely spend time in front of a computer, maintenance staff are constantly moving between different areas of the hotel, and managers oversee several departments throughout the day. And they all have one thing in common: they always have a smartphone in their pocket.

That's why mobility is no longer just about having a web application, but about offering an experience specifically designed to be used from the device that actually accompanies the user throughout their workday.

Coming soon: IM E-Procurement optimized for smartphones

At IM Projects we continue to evolve IM E-Procurement to adapt it to the real way of working of professionals in the hotel sector.

Our solution already allows you to manage the entire purchasing process through a web app accessible from computers and tablets. The next step will be to offer a fully optimized experience for smartphones, an interface designed specifically for mobile phones, allowing users to generate purchase requests, check pending orders, receive goods, manage returns, or conduct inventories from anywhere, with the speed and convenience required for the daily operations of a hotel.

Because mobility was already part of IM E-Procurement, and very soon it will also arrive on the device most used by any professional in the sector.

IM E-Procurement Web App optimized for smartphones

Why choose a native solution for Microsoft Dynamics 365 Business Central?

Many e-procurement solutions function as standalone applications connected to the ERP system via integrations. While this model can address certain needs, it also involves maintaining synchronization between applications, managing potential data duplication, and relying on integration processes.

IM E-Procurement follows a completely different philosophy. It is a certified, native extension for Microsoft Dynamics 365 Business Central . This means that the entire procurement process runs directly on Business Central, sharing the same database, security, users, business logic, and data.

There are no application synchronizations, no duplicate data, and no separate purchasing software. There is a single system that extends the capabilities of Business Central and allows you to manage the entire purchasing process from a single platform. This is one of IM E-Procurement's key differentiators.

IM E-Procurement: designed for hotels and hotel chains

IM E-Procurement has been developed specifically for independent hotels, resorts, hotel complexes, hotel chains and restaurant groups that need to fully professionalize and digitize their purchasing process.

From a single solution it is possible to manage:

  • Purchase requests.
  • Approval workflows.
  • Orders to suppliers.
  • Orders to a central purchasing office.
  • Comments associated with each purchase.
  • Order templates.
  • Bidding between suppliers.
  • Consolidation of purchasing needs from different departments, warehouses, hotels or companies.
  • Grouping orders to negotiate better economic conditions thanks to a larger purchase volume.
  • Direct purchases for urgent needs.
  • Full and partial receptions.
  • Photographs of delivery notes.
  • Manage returns, indicating the reason.
  • Transfers between warehouses.
  • General and partial inventories.
  • Stock adjustments.
  • Purchase reporting.

All of this runs natively on Microsoft Dynamics 365 Business Central , maintaining a single source of truth for the entire organization. And very soon, it will also come with a fully optimized experience for smartphones.

Conclusion

Digitizing purchasing is no longer just about replacing paper with an app. It's about completely transforming how a hotel or hotel chain manages its purchasing needs: from the initial request to receiving goods, from negotiating with suppliers to inventory control, from order consolidation to data-driven decision-making. And very soon, it will also be done from the device that accompanies professionals throughout their workday: the smartphone.

The hotels that will lead the digital transformation in the coming years won't necessarily be those that buy the fastest. They will be those that manage to control their entire purchasing process from a native solution in Microsoft Dynamics 365 Business Central , always working with a single source of data, a single process, and a single platform.

Frequently asked questions about hotel purchasing management software

Do you want to discover how to digitize your hotel's purchasing process?

If you want to learn how IM E-Procurement can help you centralize requests, optimize supplier negotiations, control inventory, and manage the entire purchasing process directly from Microsoft Dynamics 365 Business Central, request a personalized demonstration .

Our team will be happy to show you how other hotels and hotel chains are already transforming their purchasing management with a solution specifically designed for the needs of the industry.

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