Purchase Management Template

Why Use Workiom's Purchase Request Template

Workiom’s Purchase Request template is a comprehensive solution designed to streamline the approval and tracking of purchase requests.

• Efficient Approval Process: Simplify the submission, approval, and tracking of purchase requests, ensuring that every request is documented and processed efficiently.
• Detailed Employee Information: Manage information of employees who initiate purchase requests, including names, roles, departments, and contact information.
• Centralized Purchase Tracking: Keep tabs on every request from submission to approval to fulfillment, with detailed tracking of items, quantities, budgets, and approval stages.

How to Use Workiom's Purchase Management Template

Navigate through your purchase management process with a template designed to capture every detail from employee authorization to item fulfillment efficiently.

Step-by-Step Guide

• Manage Employees: Add and manage details for each employee, ensuring only authorized personnel can submit requests.
• Manage Purchase Requests: Create and track purchase requests, detailing requested items, quantities, budgets, and monitor approval stages.
• Manage Tasks: Oversee tasks related to each purchase request, such as obtaining quotes and securing approvals for timely processing.
• Manage Items: Add and update item details, including descriptions, prices, suppliers, and stock levels, standardizing requests to ensure accuracy and consistency.

Features

Featured Automations

• Automated notifications for new purchase requests: Receive instant notifications when a new purchase request is submitted.
• Automated reminders for follow-up tasks and approvals: Set up reminders to ensure all tasks and approvals are completed on time.

Integrated Features through Zapier

• Integration with Google Workspace: Collaboratively edit purchase requests and manage communications with team members.
• Integration with Slack or Teams: Get real-time updates on purchase requests and communicate effectively with your procurement team.

View and Visualization

• Table View: Comprehensive overview of employees, purchase requests, tasks, and items.
• Board View: Visualize the progress of purchase requests through various stages.‍
• Calendar View: Track all tasks and deadlines related to purchase requests.