Import process

Template

Pipefy’s Import Process Template presents some of the most important principles for creating good import and international business workflows. Make this process smooth and error-free.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  • 1. Requester

  • 2. Email

  • 3. Product

  • 4. Suplier

  • 5. Country of Origin

  • 6. Unit amount in Dollar

  • 7. Total amount in Dollar

  • 8. Purchase Order

  • 9. Details and considerations

Orders

  • 1. Order ID

  • 2. Checklist

    • We have enough information to continue the process
    • It respects the budget
    • Material required to continue the process
  • 3. Approver

  • 4. Urgency

  • 5. Observations

Approval

  • 1. Do you approve this request?

    • Yes
    • No
  • 2. Comments

Purchase

  • 1. Final Price in Dollar

  • 2. Taxes

  • 3. Expected receive date

  • 4. Invoice

Receive

  • 1. Checklist

    • All products received
    • Order received according to expected date
    • Nothing broken or demaged
  • 2. Received date

  • 3. Comments

Received

Rejected

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