Item Purchase Request Workflow

Accounting and finance departments use the Item Purchase Request Flow to automate the process of collecting and managing requests from staff members for purchasing various products.

Automation setup:

  1. The Notification Bot is configured to notify the flow administrator whenever a requester opens the form.
  2. The Reminder Bot is configured to send a reminder to the requester if he or she wasn't able to complete the form within the specified time period.
  3. The Reminder Bot sends reminders about delivery deadlines to the accounting/finance department manager.
Once completed, Slate data is copied to a database, allowing the accounting/finance department to quickly review and handle requests. Upon receiving many similar requests, the Item Purchase Request flow automates the process of purchasing equipment. This flow opens channels for better communication between departments, as well as streamlines your company’s cost efficiency.

The Purchase Request You Are Looking For

Automated Purchase Request Flow allows the company to increase the efficiency of inventory management, optimize staff working time, and achieve strategic goals for business expansion.

You must have faced problems when all orders were formed manually. As a result, the process of drafting and processing an inquiry took a lot of time for involved employees: requester, accountant or finance and procurement manager. Now you have an excellent opportunity to use efficient business-ready HTML templates to streamline the product purchasing.

Use the advanced features for your company departments:

  1. Full-fledged tool for workflow.
  2. Instant Slates initiation.
  3. Smart-Bot automation.
  4. Upgraded purchasing experience.
  5. Business process error prevention.
  6. Effective teams' communication.

The Purchase Request workflow not only simplifies and makes order processes transparent but also provides a basis for analysis and improvement. You can easily control and minimize your spendings while tracking the procurement procedure with airSlate Workflows for teams.

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Documents & Forms included:
Purchase request
16 Fillable fields
Use Workflow
Bots included:
Pre-fill from Google Sheets Bot
Pre-fill a Slate with data from a Google Sheet
Open under a Role Bot
Allow role-specific editing
Export to Google Sheet Bot
Export data from a Slate to Google Sheets
Assign Slate Name Bot
Assign a name for a completed Slate
Email Notification Postfinish Bot
Configure and send out email notifications