Procurement Template

Quick steps to get started with Procurement project templates:

• Create Project with Procurement Template
• This template comes with 9 pre-defined status:
  1. New Requisition
  2. In Review
  3. Rejected
  4. Resubmitted
  5. Approved
  6. Quote Requested
  7. Quote Approved
  8. PO Released
  9. Order Received
• Board will be the default view for all your Procurement requests.
• You can add new status from the Kanban view, from the status workflow page or change to another pre-defined workflow from the project page.
• Kick start your procurement requests with the "New Requisition" status.
• Select the task type as “license, equipment, travel, hardware” etc. for each new request.
• Provide a timeline, estimated hour and assign to your purchasing specialists.
• Once you receive the request, drag and drop to update the request progress.
• Any status change in any tasks will be automatically move the task to the respective status column in Kanban view.
• Track progress of all your procurement requests and fulfil them successfully.