Purchase Requisition Template


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Companies usually have (or should have) process for managing the acquisition of new products and services. This Purchase Requisition Template supports the request/approval of each new necessity.

The Purchase Requisition Template is similar to the Supply Request Template. On the other, this process was specifically intended for those cases where the amount of the purchase is greater and requires more detailed evaluation.

Advantages of automating the Purchase Requisition Process

  • Provide a formal path for employees to submit a new purchase requisition
  • Manage requests in a timely manner, without papers
  • The requester can quickly access the status of his request. Certainly, he can see who completed previous tasks. (audit trail)
  • In addition, Automatic email notifications will be sent if the requisition is approved/rejected
  • Moreover, it is possible to extend the flow and add further steps (like the evaluation of Vendors)

Workflow of the Purchase Requisition Template

Workflow of the Purchase Requisition Template

Template’s form fields:

  • Type of purchase (Service, Good, both)
  • Purchase description
  • Cost estimation
  • Requesting Department

Firstly, you should assign each stage of the workflow to a role or person. In addition, you can eventually determine assignees using a Web Service. In this Template, any member of the organization can submit a new purchase requisition. Remember that this and all of our process templates have System Roles (All Users, Administrator, etc.) as assignees for each task.

Secondly, double-click each stage (the icons on the diagram) to see the settings of the Purchase Requisition Template. Double-click the exit transitions of the Gateway to see which conditions divide the flow.

Finally, this video will quickly show you how to import and customize a process template:



You can also schedule a work session here to model a real-life process in your organization together

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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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