The Purchase Request workflow is the perfect example to show how you can easily improve and accelerate your operations.
Without a single email, all actors (requestor, manager, director, procurement officer) have access to the information related to the request.
In addition, all actors know at all times what is the status of the request.
The main benefits are:
👉 no email required
👉 centralized information
👉 status of the request shared with all actors at all times
👉 possibility to have multiple levels of approvals
👉 all purchase requests are organized and ordered automatically in the system
Submit purchase request
The requestor enters the purchase information & uploads related documents.
Approve request
The manager approves or rejects the request.
❓ Is purchase value above 1,000 USD
The manager indicates if the purchase value is above or below 1,000 USD.
Approve request (Director)
The managing director approves or rejects the request.
☑️ Acknowledge request
The procurement officer acknowledges reception of the request.