Move purchases from request to follow-through.
Connect requirements, quotations, approvals and procurement tasks. Keep the decision and the next responsible team in view.
Close the gaps between teams.
Quotations sit in email threads, requests repeatedly lack information, and approved purchases have no clear follow-through owner.
For teamsProcurement, Finance and department heads
Processes you can configure
- Equipment and supply requests
- Vendor quotation review
- Approved-purchase follow-up
Connect the decision to what happens next.
An example process you can configure. Active steps follow the published workflow design.
- Submit needs and item details
- Route review by request value
- Complete approval or revision
- Queue procurement follow-up
- Record references and completion
Who takes the next step?
Add an Operation Task to queue purchasing follow-up. Staff record PO or receipt references, supporting documents and completion against an SLA deadline.
An outcome you can trace
Keep the purchase decision and its operational follow-through connected to the same request.
Team laptop purchase
Operations requests laptops with a PDF quotation and an item table.
This example uses illustrative data. Templates are a starting point; configure follow-up tasks and SLAs for your needs.
Information to start the review
- Item
- Laptops · 3 units
- Estimate
- IDR 28,500,000
- Purpose
- Design team onboarding
Example attachment: vendor-quotation.pdf
Build around your process.
Start with the right information, establish authority, then choose how to handle documents and follow-through.