Spruce Document Management Demo
Paperwork shouldn’t slow down your business. In this demo, see how Spruce Document Management helps building supply businesses automatically archive, search, retrieve, and review the documents behind everyday transactions.
From reprinting signed invoices and tracing purchase orders to reviewing inventory receipts, AP invoices, and vendor payments, Spruce gives your team fast access to the information they need—without searching through paper files or disconnected systems. You’ll also see how document management supports more informed decisions with transaction-level cost, price, sales, and margin visibility.
What You’ll Learn:
- Automatic document archiving: See how Spruce saves system-generated documents for easy retrieval.
- Faster invoice retrieval: Quickly locate and reprint signed invoices by date range and customer.
- Connected transaction records: Drill from a purchase order to related invoices, inventory receipts, AP invoices, and vendor checks.
- Flexible search tools: Find customer orders and transactions using criteria such as account details, item descriptions, and customer PO numbers.
- Support for external records: Attach handwritten, faxed, or other supporting documents directly to transactions.
- Customer purchase history: View prior purchases, returns, quantities, and prices directly from the point-of-sale screen.
- Margin analysis: Review invoice details, investigate negative-margin transactions, and compare line-level prices and costs.
- Improved operational efficiency: Reduce time spent answering customer questions, reconciling receipts, and locating documents.
