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.

  • 1. Responsible for approval

  • 2. Is this purchase approved?

  • 3. Justify

Quotation

Request quotations from different suppliers.

  • 1. Supplier 1

  • 2. Supplier 2

  • 3. Supplier 3

  • 4. Quotations

  • 5. Which supplier best fits the request?

  • 6. Total amount

  • 7. Approval responsible

Approval

These are all the requests pending puchase approval.

  • 1. Do you approve the purchase?

    • Yes
    • No
  • 2. Justify

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

Verifying if the purchase itens/hired services were provided accordingly.

  • 1. Delivery checklist

    • Invoice
    • Product or service in accordance with what was purchased
  • 2. Notes

Done

Finalized requests, received goods!

Archived

Old and denied requests…

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