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
- Name
- Phone
- Priority
- Ship to
- Address
- City
- State
- Country
- ZIP code
- Items
- Item #1
- Quantity #1
- Quantity #1
- Quantity #2
- Item #3
- Quantity #3
- Item #4
- Quantity #4
- Adicional Information
Backlog
Then move the card to next phase to begin the process.
- Assignee
Proposal
- Read the request carefully and then set the budget for each item
- Item #1
- Unitary budget #1
- Total budget #1
- Item #2
- Unitary budget #2
- Total budget #2
- Item #3
- Unitary budget #3
- Total budget #3
- Item #4
- Unitary budget #4
- Total budget #4
- Total available budget
- Total
Supplier
- Supplier’s name
- Supplier’s address
- Supplier’s ZIP-code
- Supplier’s email
Finished Campaigns
Archived
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