Purchase Process

Template

Pipefy’s Purchase Process Template is a simple and efficient workflow system, designed to centralise your team’s purchase requisitions.

With its linear phase view, this template allows procurement teams to accompany all phases of the purchase process: from opening the request, passing through approvals and quotations and ending when the products are received and verified properly.

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Template structure

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

Screening

This is where all purchase requests arrive – analyze the real need for this purchase.

Quotation

Time to ask for quotations for the requested item! Meet your company’s internal customer needs.

  • 1. Quotations

  • 2. Which supplier best fits the request?

  • 3. Total amount

  • 4. Approval responsible

Purchase

Product/service awaiting to be purchased.

  • 1. Supplier's info

  • 2. Payment method

    • Credit card
    • Debit card
    • Direct debit
    • Bank transfer
    • Check
    • Cash
  • 3. Paid on

  • 4. Attach the invoice

  • 5. Estimated delivery date

Delivery

Guarantee the quality of the purchased items/service provided. Evaluate the aspects on the provided checklist.

  • 1. Delivery checklist

    • Invoice
    • Product or service in accordance with what was purchased

Done

Done and done! Finalized requests, received goods!

Archived

Old and denied requests…

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

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