Creating and Updating Purchase Orders

Template

Pipefy´s Creating and Updating POs process template saves time on completing purchase orders and updates process changes more efficiently. Intuitively generate a Purchase Order and send it directly to your suppliers!

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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. Name

  • 2. Phone

  • 3. Email

  • 4. Priority

  • 5. Ship to

    • Address
    • City
    • State
    • Country
    • ZIP code
  • 6. Items

    • Item #1
    • Quantity #1
    • Quantity #1
    • Quantity #2
    • Item #3
    • Quantity #3
    • Item #4
    • Quantity #4
  • 7. Adicional Information

Proposal

  • 1. Read the request carefully and then set the budget for each item

  • 2. Item #1

  • 3. Unitary budget #1

  • 4. Total budget #1

  • 5. Item #2

  • 6. Unitary budget #2

  • 7. Total budget #2

  • 8. Item #3

  • 9. Unitary budget #3

  • 10. Total budget #3

  • 11. Item #4

  • 12. Unitary budget #4

  • 13. Total budget #4

  • 14. Total available budget

  • 15. Total

Supplier

  • 1. Supplier's name

  • 2. Supplier's address

  • 3. Supplier's ZIP-code

  • 4. Supplier's email

Done

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