Material Planning and Purchase


Pipefy’s Materials Planning and Purchase Template is a new way to organize your flow more effectively. Analyze your request, plan your materials purchase, and control the materials needed in your projects.

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Template structure

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

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  1. Client
  2. Contact
  3. Contact’s email
  4. Product’s name
  5. Quantity
  6. Request’s urgency
  7. Transportation modal
  8. Expected arrival date
  9. ID number of the request

Bill of Material

  1. Bill of Materials Check
    • Yes
    • No

Request Approval

  1. Approval responsible
  2. Does the request respect the lead time for production?
    • Yes
    • No
  3. Will the exact quantity demanded be attended?
    • Yes
    • No
  4. Checking
    • Logistics
    • Production
    • Sales
    • Others
  5. Request approved?
    • Yes
    • No


  1. Request registration date
  2. Link to the System’s request registration page
  3. System registration done?
    • Yes
    • No

Material Planning

  1. Material planning date
  2. Material planning screen link
  3. Notes
  4. Purchase date
  5. Arrival date
  6. Total Cost
  7. Material planning done/ updated?
    • Yes
    • No

Purchase Order

  1. Documentation


  1. Date and time of arrival
  2. System data updated?
    • Yes
    • No

Material Received

Request Denied

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