Material Planning and Purchase

Template

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.

Start form

  • 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

Registration

  • 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

Received

  • 1. Date and time of arrival

  • 2. System data updated?

    • Yes
    • No
  • 3. Comments

Materials Received

Request Denied

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