Procurement at most MSPs is a manual chain. Tech identifies the part needed. Tech messages the office manager. Office manager opens Pax8 or Ingram in another tab. Office manager copies the price into Outlook. Tech approves. Office manager places the order. Order ships. Tech checks tracking on a separate page. The ticket the order was supposed to fix sits in limbo with a sticky note. Half the MSPs I know have this exact workflow.
Morton Command Center bakes the whole chain into one feature: quote → purchase request → order → ordered-followup → delivery → close.
Every MSP's procurement chain is a little different — who approves what, which distributor handles which product category, how tickets relate to purchase orders. Morton Command Center maps to your workflow during the build, not the other way around. The platform is API-driven: every distributor integration is built custom to your stack as part of your engagement — if your tool has an API, we build it in, wired to exactly how your team buys.
The procurement and quoting module is one of our newer surfaces — it's in active use and we refine it alongside each MSP we onboard, so the workflow lands tight to how your team actually buys.
What gets surfaced
- Branded quote builder — assemble line items, quantities, prices, markup. Generates a customer-facing PDF with the tenant's branded letterhead. Save as draft, mark sent, and convert to a purchase request when the client gives the go-ahead.
- Purchase requests — internal flow for "we need to buy this for this customer." Link to a quote, ticket, or company. Ship-to address, urgency, customer PO. Status tracks pending → ordered → received. Visible on the company detail page.
- Unified procurement view — your distributors surfaced in one tab via an umbrella endpoint. We build the connection to each distributor you use — if it has an API, it surfaces here, custom to your stack. Filter by customer, status, date range. The "what's outstanding for which client" answer is one filter, not two logins.
- Ordered-Followup ticket status — special "Ordered-Followup" status surfaces the tickets that are waiting on shipment. Optionally auto-set when a purchase request transitions to "ordered" so the ticket queue doesn't lie about who's still working on what.
- Computer Finder — search the distributor catalog by form factor, RAM, storage, and manufacturer, against whichever distributor account we wire to your stack. Pricing pulled from the distributor. Add the result to a quote or purchase request in one click.
Distributor coverage
We build the connection to every distributor you use. Because the platform is API-driven, any distributor with an API (Pax8, Ingram Micro, Synnex/TD SYNNEX, D&H, or whatever you buy through) gets a custom integration built to your stack during your engagement.
- Cloud / subscription distributor (Pax8, or any cloud distributor with an API) — cloud subscriptions (M365, Acronis, Datto SaaS, etc.). Pulls per-customer subscriptions, seat counts, order history, usage, and pricing into the catalog so the cost side of those subscriptions is visible alongside the rest of your procurement.
- Hardware distributor (Ingram Micro, or any hardware distributor with an API) — hardware + on-prem software orders. Pulls open orders, shipment tracking, recent invoices, and can place orders once your account is configured for production ordering. Order detail links back to the originating Morton Command Center purchase request and ticket.
- Manual catalog items — for parts ordered outside your connected distributors (one-off Amazon purchase, OEM direct), the purchase request supports manual line items so the workflow still tracks the order to closure.
Your distributor accounts stay exactly where they are — Morton Command Center reads from them. Cancel and your distributor portals are exactly as you left them. Running a different distributor? If it has an API, we build it into your stack as part of your engagement — no distributor is off the list.
Approval flow
Purchase requests are RBAC-gated — only users with the right role can approve or cancel a request before it moves to "ordered." That's the live behavior today. A configurable multi-step approval flow (per-customer approvers, dollar-threshold auto-approve) is architecturally supported and on the roadmap; if your team's approval process is more complex, we scope it during the build.
Pricing
Flat monthly pricing — no per-seat fee, no procurement module add-on, no per-order charge. Hire two more techs and process twice as many orders; your bill doesn’t change. See current pricing on the homepage →
Ready to talk?
The first call is a 30-minute discovery — we map your current purchase workflow, who approves what, and whether the customer-facing quote PDF is a critical path or a nice-to-have. No commitment, no sales pressure.
Questions first? Email [email protected] or read the FAQ.