Planergy is a helpful tool for managing the purchase order process.
Updated December 30, 2022

Planergy is a helpful tool for managing the purchase order process.

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with PLANERGY

I use Planergy as our purchase order system, to generate and track purchase orders to a wide variety of vendors. We use this sytem as a search tool, also, to search for past purchases and vendors and make our purchasing function faster and easier. I use it almost on a daily basis.

Pros

  • The search function allows me to review old purchases very easily.
  • The vendor database that we created is very helpful for easily contacting vendors.
  • The "replicate" function allows me to quickly and easily duplicate an old purchase with minimal time and effort. We often buy the same products from the same vendor throughout the year.
  • Creating unique purchase order numbers for each of our orders allows us to track them easily.
  • We also like the quick and easy approval process for getting purchase orders approved.

Cons

  • I don't like the fact that I cannot click on the "back" arrow in my browser and go back to my original search. I must click the "back" button inside Planergy to get back to my original search.
  • I don't like the fact that it is not easy to revise a purchase order after it is approved.
  • I don't like the fact that I cannot change or delete an order that is no longer relevant.
  • Creating unique purchase order numbers for vendor orders.
  • Creating a valuable vendor database of vendors we buy from.
  • Allowing us to search the purchasing database to see what and where we have bought from in the past.
  • Planergy has a positive impact on accounts payable to be able to track purchases easily.

Do you think PLANERGY delivers good value for the price?

Not sure

Are you happy with PLANERGY's feature set?

Yes

Did PLANERGY live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of PLANERGY go as expected?

I wasn't involved with the implementation phase

Would you buy PLANERGY again?

Yes

Planergy is a great tool for those who make purchasing decisions and need to actually purchase parts, supplies, tools, etc from vendors. I typically use it daily, and sometimes multiple times per day. I find that I sometimes have to bypass it if I need to make an immediate purchase and do not have the time to wait for P.O. approvals, but that is not the fault of this software.

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