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

Backlog

Then move the card to next phase to begin the process.

  1. Assignee

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

Finished Campaigns

Archived

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