Managing purchase requests easily, approving them and keeping track of them is required in almost every business. Visualizing all purchase requests in a single place, understanding the current stage of the requests, getting approvals, tracking the approval flow will be on your fingertips with GoodFlow process management platform.
A purchase process typically goes through the following stages -
The starting of a new Perform in this workflow will start from this stage. The task will be to provide details about the requirement and an estimated cost for easy evaluation from the upper management.
The requester need to put the manager's details relevant to the request and mark the task as done. If the automation is set, automatically the stage will move to Pending on the manager, or manually the requester can change the stage and assign it to the respective manager too.
The manager will evaluate the request and will reject it or move it for the procurement or finance department's approval.
Just like the manager, the concerned person from the department will evaluate the request and move forward to the next stage either for further approval or to procure the item.
Once the approvals are done, if the item is available in house, it will be delivered from there, or the procurement team raise PO and once the vendor supplies the required material, it will be delivered to the respective person and the request will move to the Delivered stage.
In GoodFlow you can set custom alerts like once the task 'ask manager's approval' stage is done, the manager will receive an email automatically with the request details.
Based on your practices you can set custom automation like if the estimate is higher than $1000 then after the manager's approval it will go automatically to the 'Pending on Finance' Stage, else it will go the 'Pending on Procurement' Stage directly.
With GoodFlow, you can design your own methods, tweak the flows, and implement best practices the way you like easily. Let's start with the template and start managing your purchase requests right away.
All our templates are customizable