Purchase Orders Workflow
The Purchase Orders workflow carries out the entire purchase order process. It begins with an authorized user submitting a form to create a purchase order. Then it passes through the approval phase, following the designated release strategies for the company area. Once all necessary approvals have been passed, the purchase order document is generated as a PDF document and sent to the supplier. A registry of received goods and services follows. After declaring receipt, invoices and billing information are also registered.
Each step of the process is carried out by the corresponding stakeholder. Users are added to the workflow as needed for each phase. For example, in level one of the release strategy, the corresponding approver automatically joins the workflow and is removed once they approve or reject the purchase order.
Glossary
- Purchase Order (PO): An official document by which a client requests to purchase goods or services from a supplier.
- Release Strategy: A set of rules established by a company to regulate the approval of purchase orders before being sent.
- Receipt Declaration: Registration of the goods or services received from the supplier.
- Invoice: An official document given by the supplier to the client with details and price of purchased goods or services.
Visit the customization page or contact a Cotalker Sales Representative for more information on how to customize workflows and surveys for your company's needs.