Process Template: Supply Request


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This template was created to automate the office supply request process. Employees can use it to request and approve supplies (from staples to chairs, a new PC or whatever they need to fulfill their tasks successfully).

Advantages of automating this process:

  • Supply purchases are made in a timely manner.
  • Employees have a formal channel to request the purchase of supplies.
  • Registers past purchases, together with their cost and the selected vendor. That information can be found quickly if it needs to be reused (to repeat the order or to present a claim).
  • The employee who requested the purchase receives a notification indicating whether it was approved or not. In case of rejection, the reason is clearly stated.
  • Divides the whole process into tasks and helps you identify at which stage what stage each supply request is.

Template’s workflow:


Template’s fields:

  • Item
  • Quantity
  • Currency
  • Price per Unit
  • Evaluation
  • Vendor

These fields have different visibility levels according to each stage. For example, the vendor is entered during the “Purchase Item” stage, whereas the Evaluation should be completed during the “Decide purchase” stage. You can add additional fields, such as the date on which the supplies are needed, the Department requesting the purchase and more.

Remember that this and all of our process templates have System Roles as assignees for each task. You can edit this template to better fit your organization, create new roles, invite users, add or delete fields and event modify the workflow. This video will quickly show you how to import and customize a process template.


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Sobre el autor

Picture of Felipe Demassi

Felipe Demassi

I am an Industrial Engineer passionate about continuous improvement and operational efficiency. My academic background is complemented with courses in programming, computer science, digital marketing, and business sciences. This strong foundation allows me to tackle business and technological challenges from a generalist perspective. In my current role as the leader of the Customer Success team at Flokzu, my primary goal is to ensure that our customers fully leverage our product and service to achieve their business objectives. To achieve this, I perform the following functions: I work on defining the team's strategy, designing operations that ensure our customers get the most value from our platform. I oversee operations and sub-teams, including customer onboarding, support, and continuous training. Internal Process Development: I define and improve internal processes, ensuring their correct implementation and constantly seeking ways to enhance them to optimize customer experience. Metrics Analysis: I collect and analyze key metrics related to product usage, customer satisfaction, retention, and growth, as well as team performance. Coordination with Other Teams: I work closely with other departments within the company and coordinate joint actions that benefit our customers. During my time at Flokzu, my team achieved remarkable results, including a significant increase in customer retention and earning the "Best Customer Support 2022" award by Software Advice. Before taking on my role in the Customer Success team, my experience at Flokzu was focused on the services team. As a process analyst, I led the management of software implementation projects, provided process consulting, training, and customer support, and acted as a liaison between the customer and other sectors of the company.

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