Purchasing intakeRepresentative workflow
Start with a simple question“What do you
need to buy?”
ConsumableRoutine job supplies
ToolCompany or crew tools
MaterialProject material
ServiceVendor or specialty buy
Then let the process guide itOne request.
A clear route.
- CaptureRequired fields change with the request type.
- ApproveRoute by amount, department, and category.
- DocumentGenerate the request or PO support.
- TrackMake the status visible without email chasing.