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.
See how this template is structured. As this is just an example, you can customize it.
This is where all purchase requests arrive.
1. Responsible for approval
2. Is this purchase approved?
Request quotations from different suppliers.
1. Supplier 1
2. Supplier 2
3. Supplier 3
5. Which supplier best fits the request?
6. Total amount
7. Approval responsible
These are all the requests pending puchase approval.
1. Do you approve the purchase?
Product/service awaiting to be purchased.
1. Supplier's info
2. Payment method
- Credit card
- Debit card
- Direct debit
- Bank transfer
3. Paid on
4. Attach the invoice
5. Estimated delivery date
Verifying if the purchase itens/hired services were provided accordingly.
1. Delivery checklist
- Product or service in accordance with what was purchased
Finalized requests, received goods!
Old and denied requests…