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Procurement·Support CodePO-004 For Admins & HR Staff

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. 1.Employee submits purchase request
  2. 2.Someone with the approval permission approves it
  3. 3.Procurement team creates and issues PO
  4. 4.Supplier receives order
  5. 5.Goods delivered and inspected
  6. 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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