Coming soon. Procurement is not available yet.
Procurement is built and is being verified with each vendor, and it is not in any customer workspace today. What works now: the win quote wizard turns won quotes from ScalePad Quoter, ConnectWise CPQ, HaloPSA and Kaseya Quote Manager (Autotask only) into projects with their charges in your PSA.
What is MSP procurement software?
MSP procurement software buys the hardware and licences a managed services provider has sold, tracks it until it arrives, and checks the vendor's bill. Current's Procurement will start from the won quote, so what the customer bought is what gets ordered, and it will read the vendor's emails so nobody has to.
What Procurement will do
Everything here is built and coming with Procurement. None of this is available today.
An orders mailbox that reads itself
Procurement will read your shared orders mailbox and sort each vendor email: acknowledgements, price changes, substitutions, backorders, ship notices, invoices, credits and returns.
Tracking numbers found, carriers named
It will find the tracking number in a ship notice, name the carrier (UPS, FedEx, USPS or DHL) and read the status from that carrier, with nothing for you to sign up for.
Facts applied, money waits
Verified shipping facts will update the order by themselves, with Undo, while any change to price, quantity or scope waits as a proposal for a person.
A red alert on bank-detail changes
A payment or bank-detail change, or a sender domain made to look like your vendor's, will raise a red alert that is never acted on and cannot be muted.
Won quote to order, stock first
Orders will start from the won quote's lines, use your own stock first, and choose the source by price, stock and arrival date in the line's currency.
Vendor replies checked against your order
After an order goes out, the vendor's reply will be checked line by line for price, quantity, substitutions, backorders and the ship-to postal code.
Receive with a phone camera
Your team will confirm quantities and scan missing serial numbers with the phone camera, and each serial will attach to its device record.
A three-way bill check
Each vendor bill will be compared with what was ordered and what arrived, and anything received but not billed after 30 days will be flagged.
- carriers read directly: UPS, FedEx, USPS and DHL, with 2 fallbacks
- 4
- ways to order: six vendors and an emailed purchase order
- 7
- default tolerance on the bill check, beside a dollar tolerance
- 3%
- of working time before the silence watch asks you to call your rep
- 8 h
An orders mailbox that reads every vendor email
Procurement will read your shared orders mailbox and sort each vendor email by what it says: an acknowledgement, a price or quantity change, a substitution, a cancellation, a backorder, a ship notice, a delivery, an invoice, a credit or a return.
It will match each email to its order, strongest evidence first: the thread of the purchase order Current sent, the PO number, the vendor's order reference, then a tracking number. When two orders could fit, the email waits in Needs a match with the AI's best guess, and a person picks. Current will read only that one Microsoft 365 mailbox, and only new mail.
Tracking numbers found, carriers named, deliveries followed
When a ship notice arrives, Procurement will find the tracking number in it, work out the carrier from the number's own pattern and follow the parcel with that carrier.
It will recognise UPS, FedEx, USPS and DHL numbers and never guess when two carriers could match. Status reads will use Current's own carrier accounts, with EasyPost and then Ship24 as fallbacks, so there is nothing for you to sign up for, and each number will be read once and shared by every order on it.
See what works today on your own PSA data
Coming soon. The parts that work today are in every trial.
For the free trial: card up front. We email you the exact amount three days before the first charge, and you can cancel anytime during the trial.
Orders that start from the won quote
Procurement will read the lines of a won quote and propose an order for each, through the vendor accounts you connect.
Units on your shelf will be used first. For the rest, Current will compare price, stock and arrival date across the vendors that bill in the line's currency, and say why it chose one. Service and labor lines are never purchased. An order above a person's limit will need another approver, and nobody approves their own request.
Receiving by phone camera, with serial numbers
When the gear arrives, your team will confirm quantities on a phone and scan any missing serial numbers with the camera.
A photo of a box label will offer serial and part numbers for a person to confirm. Each serial will attach to its device record or create one, and stock shipped to a customer will assign the device to that customer. Shortages and damage will be recorded, and a delivered parcel alone will not mark the work as arrived: only received quantities will.
Vendor bills checked three ways
Procurement will compare each vendor bill with what was ordered and what was received, and flag what does not add up.
It will handle freight, tax, credit memos and near-duplicate invoice numbers, with a percentage and a dollar tolerance (3% by default), and flag anything received but not billed after 30 days. AI will explain each difference from the figures, and a person will accept, dispute or write it off with a reason.
- SOC 2 Type II audited
- Built by an MSP, for MSPs
- Your PSA stays the source of truth
AI in Procurement, and where a person stays in control
When Procurement ships, AI will read and explain. No AI will ever place an order, and Current will not reply to or chase a vendor for you.
| What Current does | What your team does | Limits |
|---|---|---|
| What Current doesWill read each vendor email and its PDF or Excel attachments for order numbers, tracking, dates and totals | What your team doesPicks the order when two could fit | LimitsOnly verified shipping facts apply by themselves, with Undo. It never picks between two orders. |
| What Current doesWill suggest the manufacturer and part number for a quote line | What your team doesConfirms each match | LimitsA suggestion only, never a purchase. |
| What Current doesWill explain the source it chose, a price drift or a difference on a bill | What your team doesReads it and decides | LimitsWritten only from computed figures; a sentence with a figure they do not hold is dropped. |
| What Current doesWill read a box label photo for serial and part numbers | What your team doesConfirms each one | LimitsA serial number can be used once in your workspace. |
| What Current doesWill compare a substitute with the original item | What your team doesAccepts or refuses the substitute | LimitsIt never says a substitute is approved. |
The distributors, carriers and tools Procurement is built to work with
Each vendor connects the way it allows. These connections are built and not yet available, and each one is being verified with the vendor before Procurement is released.
Distributors
7 tools
- Ingram MicroPrice and stock, orders, status, tracking, serial numbers and invoices, through its direct connection.
- D&HPrice and stock, orders, status, tracking, serial numbers and backorders, through its direct connection.
- TD SYNNEXPrice and stock checked through its direct connection; the order itself goes as an emailed purchase order.
- Pax8Pricing, orders, and subscription seat increases, decreases and cancellations.
- Amazon BusinessPrice and availability, orders, status and tracking.
- DellOrders by emailed purchase order, and warranty dates by serial number.
- Any other vendorA PDF purchase order, sent once from your orders mailbox to an address on file.
Carriers
2 tools
- UPS, FedEx, USPS and DHLTracking numbers recognised by their pattern and read from the carrier with Current's own accounts.
- EasyPost and Ship24Fallback reads when a carrier does not answer, Ship24 after 24 hours unknown.
Quoting tools
3 tools
- Kaseya Quote Manager and ConnectWise CPQOrders already placed there watched every 15 minutes, so nothing is ordered twice.
- QuoteWerks Web and SalesbuildrQuotes read in, watch only.
- A CSV or PDF quoteAI reads the PDF and a person confirms each line.
PSA and warranty
4 tools
- AutotaskParts on tickets as charges, and order numbers and status on the project and its matching charges.
- ConnectWise PSA and SyncroParts on tickets as charges on the ticket.
- LenovoWarranty dates by serial number.
- Microsoft 365The shared orders mailbox, limited to that one mailbox by an Exchange access policy.
Product names belong to their owners.
Also coming with Procurement
These parts come with Procurement when it ships. None of them is available today.
- Stock locations and pick listsNot available todayWarehouse, office and van locations with bins, reservations, transfers, scan-to-pick lists, cycle counts and restock proposals that need approval.
- ReturnsNot available todayExact returns of serialized items from the received line, with the RMA, tracking and expected credit kept together.
- Outside purchasesNot available todayAn Amazon receipt with no order in Current arrives filled in with its company and project, to link or ignore.
- RebatesNot available todayRebate programs and accruals, with a claim pack Finance can download.
How Procurement will work with your PSA
When it ships, Procurement will read won quotes and write parts and charges back to your PSA, through the same write checks every Current sync uses.
| What | Direction |
|---|---|
| Won quotesPlannedFrom your PSA | From your PSA |
| Parts on ticketsPlanned for Autotask, ConnectWise PSA and SyncroTo your PSA | To your PSA |
| Order numbers and status on the projectPlanned for Autotask onlyTo your PSA | To your PSA |
| Orders, receipts, stock and vendor billsPlannedStays in Current | Stays in Current |
Procurement will not write order details or ticket parts to HaloPSA when it first ships.
Included. One module or all of them, same price.
Every seat gets every available module and every integration, with a 14-day free trial.
The questions MSPs ask first.
Is Current Procurement available now?+−
Not yet. Procurement is built and is being verified with each vendor, and it is not in any customer workspace today. This page describes what it will do when it ships.
Which distributors will Procurement work with?+−
Ingram Micro and D&H through direct connections for price, stock and orders; TD SYNNEX for price and stock, with the order sent as an emailed purchase order; Pax8 for subscriptions; Amazon Business; and Dell by emailed purchase order with warranty lookups. Any other vendor gets a PDF purchase order. Each connection is being verified with the vendor before Procurement is released.
How will Procurement track shipments?+−
It will find tracking numbers in the vendor's emails, work out the carrier from the number's pattern (UPS, FedEx, USPS or DHL) and read the status from that carrier with Current's own accounts, so there is nothing to sign up for. When two carriers could match, it does not guess.
What will happen when a vendor emails a change?+−
From a verified sender (an approved domain that passes DMARC), shipping facts such as a confirmation, tracking, an ETA or a delivery will update the order with Undo. A change to price, quantity or scope will wait as a proposal for a person. A payment or bank-detail change will raise a red alert that is never acted on.
Will orders be placed without a person approving them?+−
No. A person places every order, an order above that person's limit needs another approver, and nobody approves their own request. No AI ever places an order.
What can I use today for won quotes?+−
The win quote wizard. Won quotes from ScalePad Quoter, ConnectWise CPQ, Kaseya Quote Manager (Autotask only) and HaloPSA land in one list, and the wizard turns each into a project with its charges in your PSA.
Will Procurement cost extra?+−
No. Every module is included in the per-user price, and Procurement will be too.
See Current on a real book of business.
The demo shows what works today for won quotes, from the quote to a project with its charges in your PSA, and walks through what Procurement will add.