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Purchasing Workflow and Order Process Guide

The document outlines a 3-step purchasing workflow process: 1. A requisition is created and routed for approval. Depending on hierarchy, it goes to a master approver before being ready for ordering. 2. Price comparisons are conducted by exporting requisitions to suppliers, importing offers, and selecting the best option. This starts another approval workflow. 3. Once approved, an order is placed and tracked until delivered. Stock is recorded upon delivery completion.

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Ugur Okuyan
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239 views12 pages

Purchasing Workflow and Order Process Guide

The document outlines a 3-step purchasing workflow process: 1. A requisition is created and routed for approval. Depending on hierarchy, it goes to a master approver before being ready for ordering. 2. Price comparisons are conducted by exporting requisitions to suppliers, importing offers, and selecting the best option. This starts another approval workflow. 3. Once approved, an order is placed and tracked until delivered. Stock is recorded upon delivery completion.

Uploaded by

Ugur Okuyan
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Purchasing Workflow Process

1- Requsition
Ship or office can start the process by creating the requsition from below red flamed modules.
After the requisition is created, depending on the workflow hierarchy users on the first step can start the
workflow by clicking the send for Approve button can start the workflow.

The status will be changed to “Pending Master Approve”


By clicking the workflow button you can check the workflow step process.

Depending on the workflow hierarchy, the record goes to the second step of approval. In this workflow,
its Master approve.
After approving the record when worklow on your step, the record lock for you, and you cannot change
it.

By clicking the Recall button you can send a recall request to step after you and whenever they approve
your recall request, workflow unlock for you.

After Master approved status changes to “Master Approved”.


After the requisition workflow is completed, the Price comparison process starts for the office.

2- Price Comparise
From office, after you click Requsiton under Purchasing module.
By Clicking Export List, requisition export to Excel list for sending supplier to fill, and after supplier sends
back you can Import it to the system.

By clicking Request Offer for Prices, you can Select suppliers, and send them exported req. list
automatically and start the price comparison workflow.
You can Import excels that suppliers filled and sent, by clicking the Import buttons located on top of
suppliers.
You can use the Select button to help you decide. And after it's ready, you can click Send for approve
button to start the workflow.
After the price comprise workflow is completed, you can see Status change to “Ready for Order” and
"Place Order" button appears for users on the first approval step. They can click it when ship delivers the
order.
Status changes to “Order Placed”. You can see the related order below the screen.
3- Order Process
You can follow the order process by clicking the Orders left menu.

Ship can see orders under Consumables/Spare Parts module, the order’s status would be “Pending
Delivery”

And after receiving the order they can do stock in after selecting the order and clicking the Stock in
button on top of the window.
After the Stock-in, status changes to “Delivered/In Stock”, and stocks can see in Inventory.

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