Purchase Request to Purchase Order Workflow
Manage the full process from employee purchase request, through approval, to issuing a purchase order.
[Standard purchase flow]
- 1.Employee submits purchase request
- 2.Someone with the approval permission approves it
- 3.Procurement team creates and issues PO
- 4.Supplier receives order
- 5.Goods delivered and inspected
- 6.Invoice received and paid
[Steps in WorkVell]
[STEP 1: Purchase request (employee)]
Procurement → Purchase Request → New Request
- Enter item, quantity, preferred supplier, delivery date, reason
[STEP 2: Approval]
Open the pending request
Approve / Return / Comment
[STEP 3: Create PO (procurement team)]
Approved request → Create Purchase Order
- Confirm auto-filled details
- Choose how to send to supplier (email / PDF / EDI)
[STEP 4: Receive goods (see #PO-003)]
[STEP 5: 3-way match and payment]
Match invoice against PO and goods receipt record (3-way match)
Finance processes payment upon match.
⚠ Multi-step approval and routing by amount are in preparation. Cover extra sign-off for large purchases with internal rules.
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