Procure to pay

Template

Pipefy Procure to Pay Template is designed for finance departments that want to manage this process in their companies.

Use template now
template store defaut

Template structure

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

Start form

  • 1. Required material/service/product

  • 2. Due date

  • 3. Maximum affordable price

Select supplier

  • 1. Supplier 1

  • 2. Contact number

  • 3. Contact email

  • 4. Supplier 2

  • 5. Contact number

  • 6. Contact email

  • 7. Supplier 3

  • 8. Contact number

  • 9. Contact email

  • 10. Send email to selected suppliers requesting:

    • The quotation
    • Delivery terms
    • Materials quality

Quotation

  • 1. Supplier 1 quotation

  • 2. Additional information

  • 3. Supplier 2 quotation

  • 4. Additional information

  • 5. Supplier 3 quotation

  • 6. Additional information

  • 7. Have any of the suppliers been chosen?

    • Yes (move card to "Purchase requisition")
    • No (try to negotiate)
  • 8. After negotiation, has the deal been closed?

    • Yes
    • No (find new suppliers)

Purchase requisition

  • 1. Chosen supplier

    • Supplier 1
    • Supplier 2
    • Supplier 3
  • 2. Supplier contact email

  • 3. Final quotation

  • 4. Delivery date

  • 5. Copy of quotation

  • 6. Description of goods or service

  • 7. Department account number

  • 8. Delivery instructions

  • 9. Managers' authorization

Goods receipt

  • 1. Have the goods been delivered?

    • Yes
    • No
  • 2. Upon delivery:

    • Issue the goods receipt.
  • 3. Copy of the goods receipt

Order check

  • 1. Does the goods receipt match the purchase order?

    • Yes
    • No
  • 2. Delivery checklist

    • Goods are suitable for use.
    • The correct quantity has been delivered.
    • All goods meet the ordered specifications.
    • The price match the terms of the purchase order.
  • 3. Is the order A-OK?

    • Yes (move card to "Payment invoice")
    • No
  • 4. If not, what was wrong?

  • 5. Suggested solution

Payment invoice

  • 1. Invoice checklist

    • Obtain project managers' approval.
    • Issue the payment invoice.
  • 2. Copy of approvals and invoice

  • 3. Due date

Report

  • 1. Has the payment been made?

    • Yes (report to supplier)
    • No
  • 2. Report

    • Send the supplier an email informing the payment has been made.
    • Request the invoice from the supplier

Done

Welcome aboard

Trusted by 60k users, this could be the beginning of something great.

Use this template

Contact us

Do you have a specific process to manage: