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Workflow Automation · Pipeline

Purchase Order & Procurement Pipeline

  • Spend under control
  • Know what is on order
  • Receiving that ties out
  • One trail from request to receipt
Discuss this build
RequestedA buyer raises a purchase request tied to a job or budget.
ApprovedThe request clears the approval rules for its amount and type.
OrderedA purchase order is issued and sent to the vendor.
Partially receivedDeliveries are logged against the PO as they arrive, including backorders.
Received & closedAll items are in, the order is reconciled, and it closes ready for billing.

What it does

Purchase Order & Procurement Pipeline

This gives buying a proper backbone. A purchase request is raised, approved against your rules, sent to the vendor as a real PO, and then received against as goods arrive, so you always know what is on order, what has landed, and what is still outstanding. No more ordering off memory or discovering a delivery nobody logged.

Where it fits

The pipeline, stage by stage

RequestedA buyer raises a purchase request tied to a job or budget.
ApprovedThe request clears the approval rules for its amount and type.
OrderedA purchase order is issued and sent to the vendor.
Partially receivedDeliveries are logged against the PO as they arrive, including backorders.
Received & closedAll items are in, the order is reconciled, and it closes ready for billing.
  1. A buyer raises a request with the items, quantities, and the job or budget it belongs to.
  2. It routes for approval based on your thresholds, then becomes a purchase order sent to the vendor.
  3. As deliveries arrive, they are received against the open PO, including partials and backorders.
  4. The order closes when everything is in, and committed spend is tracked against the budget the whole way.

What a build includes

In scope

Purchase requests and PO creationApproval routing by amount or departmentVendor and catalog recordsReceiving against open ordersPartial delivery and backorder trackingSpend and commitment reporting

What has to be decided

Before the quote

We set the approval thresholds, vendor catalog, and budget structure to match how your business buys, whether that is by job, department, or project. Add three-way matching with bills, vendor price lists, blanket orders, or a link straight into your inventory and accounts payable so procurement and payment share one trail.

More in Workflow Automation

Workflow AutomationPipeline
Lead-to-Quote Pipeline

Turn every new inquiry into a signed agreement and a sent quote, automatically.

Workflow AutomationPipeline
Client Onboarding Pipeline

Give every new client a smooth, professional start without the back-and-forth.

Workflow AutomationPipeline
Automated Bidding & Estimating Pipeline

Build bids faster and move them through review and approval before they go out.

All 15 in Workflow Automation · Example systems

Want Purchase Order & Procurement Pipeline for your business?

We map it to how you work, quote it in writing, and set the ownership and ongoing costs before the build starts.

Discuss this build