Introduction
Purchase requests are used to control the purchasing process with approvals to keep track of what’s being purchased, assign spend to cost codes, and keep within budget. They're an important tool for companies big and small, as they serve as a check and balance on the items which are being bought on projects and jobs, and gives a project manager or financial controller oversight as to what their teams are spending on.
A purchase request workflow setup in Dashpivot helps ensure that people are making smart and necessary purchases from the right vendors at the right price, all so you can deliver your project on time and on budget.
How it works
Key Features
Standardise the way site purchase requests are controlled and processed
Automatically send notifications when a request moves to the next stage in the workflow for electronic sign-off
Automatically generate a register of all purchase requests
Create purchase requests using the Dashpivot app while on site to quickly communicate back to your PM or financial controller back at the office
Best Practices
Setup your purchase request template as a workflow to standardise the approval process. We recommend including an 'approved/closed' column as the last column in the workflow to clearly indicate items which do not require further action.
Setup workflow notifications to notify the right person for sign-off at each step
Include a text field (set to be single line) for the purchase item description. Then in the template settings, set the form thumbnail to display this field to make it easy to know which form relates to which item.
Getting Started
You can access a Free Purchase Request Template from Dashpivot's Template Library. Go to Templates > Add Template > Choose from Free Public Template Library.